Email of the day (2)
Comment of the Day

September 07 2011

Commentary by Eoin Treacy

Email of the day (2)

on funds investing in the reliable dividend payers exposed to the expanding global middle class theme:
"Do you or David or the Collective know of a fund that invests in companies which approximate the Fullermoney theme(s) of leading multinational dividend aristocrats exposed to developing markets' expanding middle classes?"

Eoin Treacy's view Thank you for this question which others may also have an interest in. It is difficult to specifically name a fund that invests in companies which derive most of the income from Asia's burgeoning middle classes.

The only fund I know of that specifically invests in dividend aristocrats is the SPDR Dividend ETF which tracks the performance of the S&P1500 dividend aristocrats. While the fund does not filter for companies that offer exposure to the global middle class, it does contain a number of such companies.

The Personal Assets Investment Trust and Newton Real Return are both UK listed and invest in a number of companies favoured by Fullermoney.

Iain Little and Bruce Albrecht's GTI fund and Peregrin Cust's Prana Limited (Virgin Island listed) also invest in a number of such companies as well as those listed in Asia. Both these funds have significantly higher charges and have minimums which may not suit all investors.

If the Collective can suggest any other appropriate funds, we would be happy to add them to the Chart Library. .

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