Interactive Investor

Funds Fan: Terry Smith, trust dividends and top fund performer

20th August 2021 09:39

Kyle Caldwell from interactive investor

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In the latest Funds Fan episode the team discuss the latest fund and trust news, Terry Smith’s recent letter to investors and research that revealed in the first half of 2021 investment trust dividends declined for the first time in more than a decade.   

Later, is an interview with Chris McVey, fund manager of Octopus UK Multi Cap Income. The fund has been the best performer in the Investment Assoication’s UK equity income sector from 1 January 2020 to 1 August 2021 – returning 29.1%. The sector average is flat, at 0.2%, over that time period.

  • Listen to more interactive investor podcasts featuring our own investment experts, fund managers and industry commentators by visiting our podcast page.

These articles are provided for information purposes only.  Occasionally, an opinion about whether to buy or sell a specific investment may be provided by third parties.  The content is not intended to be a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy as it is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives. The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser.

Full performance can be found on the company or index summary page on the interactive investor website. Simply click on the company's or index name highlighted in the article.

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