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  • FIRST POST
    • wilko116
    • By wilko116 2nd Dec 17, 2:06 PM
    • 31Posts
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    wilko116
    Unit Trusts and Investment funds Dividends
    • #1
    • 2nd Dec 17, 2:06 PM
    Unit Trusts and Investment funds Dividends 2nd Dec 17 at 2:06 PM
    When you invest in a unit trust fund with a company like Fidelity, Jupiter, Bailiie Gifford, Schroder , Aberden. invesco Perpetual etc. Do all funds pay a dividend. It is usually annually or twice a year. Where can I find what dividend has been paid for each fund over the past 3 years to give me a guide. Does it make any difference if it is an income or accumulator fund. Thank you
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    • dunstonh
    • By dunstonh 2nd Dec 17, 2:15 PM
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    dunstonh
    • #2
    • 2nd Dec 17, 2:15 PM
    • #2
    • 2nd Dec 17, 2:15 PM
    Do all funds pay a dividend.
    No. Some assets have little or no dividends. So, there would be little or nothing to pay out.

    If you buy the accumulation version of the fund then any income is reinvested.

    It is usually annually or twice a year.
    Where an income fund exists, the distribution frequency can be monthly, quarterly, half yearly or yearly.

    Does it make any difference if it is an income or accumulator fund.
    In respect of the rate of return, no. In terms of whether you want natural income or not, then yes. Natural income is not the most popular option for income nowadays.
    I am an Independent Financial Adviser (IFA). Comments are for discussion purposes only. They are not financial advice. Different people have different needs and what is right for one person may not be for another. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
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