Guinness launches Pan-European Equity Income strategy

Guinness Global Investors (“Guinness”) announces the expansion of its range of equity income strategies with the launch of the Guinness Pan-European Equity Income Fund.

The new Irish-domiciled Fund is co-managed by Nick Edwards and Will James alongside the Guinness European Equity Income Fund. The two Funds follow a closely aligned investment process.

The launch follows the expansion of the team with the appointment of Will as co-manager to join Nick in early 2024. Previously, Will was fund manager of the Premier Miton European Equity Income Fund, after managing a variety of European Equity Income strategies at Standard Life Investments between 2009 and 2020.

The portfolio consists of dividend-paying stocks in both Continental Europe and the UK. The new strategy builds on the expertise of the wider team in applying a quality-focused dividend-growth approach to equity income initially developed in 2010 with the launch of the range-leading Guinness Global Equity Income Fund, which has invested in UK stocks since inception.

Nick Edwards said: “I hope we can deliver great returns for investors with this new strategy. Like Europe, the UK is home to some world-leading companies with a long-established dividend culture, so it is a good hunting ground in the search for dividend and capital growth.”

Will James said: “This new Pan-European portfolio aims to leverage the equity income expertise of the Guinness team, which has been investing in UK stocks since 2010. This means we can share ideas with Guinness colleagues while taking a bottom-up approach to assembling the best possible portfolio for investors.”

Edward Guinness, CEO of Guinness Global Investors, said: “We are pleased to have launched this new strategy in response to client demand. Asset allocators are looking afresh at the potential in European and UK equities as world events have highlighted the diversification the region offers. The Guinness Pan-European Equity Income Fund uses an approach which is now well established in our range of equity income strategies and which was designed for varying market conditions.”

Notes to editors

Guinness Pan-European Equity Income sits in a range of Guinness equity income strategies totalling over £6bn in AUM and encompassing Global, Asian and Emerging Markets approaches.

Past performance does not predict future returns.

Cumulative total return in GBP to 31 December 2024:

• Guinness European Equity Income: 1 year 5.0%; 3 years 17.9%; 5 years 38.6%; 10 years 130.5%; since launch 128.2%.
• MSCI Europe ex UK Index: 1 year 1.9%; 3 years 8.1%; 5 years 35.7%; 10 years 111.9%; since launch 115.2%.
• IA Europe ex UK sector average: 1 year 1.7%; 3 years 5.5%; 5 years 34.7%; 10 years 112.4%; since launch 115.6%.
• IA Europe ex UK sector quartile: 1 year 1; 3 years 1; 5 years 2; 10 years 2; since launch 2.

Source: FE fundinfo. Guinness European Equity Income Fund launched 19.12.2013