Income-paying stocks have been cited as one form of defence against an environment of high inflation , but some investors may baulk at the FTSE 100 , where the long-term prospects for some of the biggest dividend payers look uncertain . A global income strategy may be a better bet for anyone in this group , as it offers diversification away from the energy , commodity and financial stocks that dominate the UK market .
JPMorgan Global Growth & Income is the undisputed star of this area in the closed-ended universe , topping the IT Global Equity Income sector over three , five and 10 years . The trust aims to deliver capital growth over the long term by investing in the best ideas from JPMorgan ’ s global analysts , while paying a 4 % yield from capital based on NAV at the start of the financial year . This means it isn ’ t limited to holding stocks that pay a dividend . Shavar Halberstadt , research analyst at Winterflood , said the trust ’ s style-agnostic , research-driven investment approach has allowed it to outperform in both rising and falling markets . “ Managers Timothy Woodhouse , Helge Skibeli and Rajesh Tanna tend to be active during periods of increased market volatility ,” he explained . “ In March 2020 , they considered several high-quality growth stocks to be oversold , and subsequently made significant
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