81. Finding income in emerging markets

While many investors will think of emerging markets as a source of growth for our investments, there are also plenty of income opportunities. Edmund Harriss, co-manager of Guinness Emerging Markets Equity Income fund, talks us through these opportunities, tells us why emerging market dividends are facing fewer regulatory constraints, and discusses the possibility that Europe could be the dark horse of 2020: having coped with the crisis better than the US, could it now grow faster than the world’s largest economy over the next few years?
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Co-managed by Edmund Harriss and Mark Hammond, Guinness Emerging Markets Equity Income fund follows the Guinness formula, which has already proved successful with their Asian and global equity income funds. The emphasis is on quality companies and dividend growth, rather than chasing those with a high yield. The managers have a one in, one-out approach, and each of the final 36 stocks in the portfolio is equally weighted.

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The views of the author and any people interviewed are their own and do not constitute financial advice. However the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. Past performance is not a reliable guide to future returns. Remember all investments can fall in value as well as rise, so you could make a loss.

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