US equity income: the standout market

By James Hackman, head of US Equities at Neptune

With a growing dividend market, very low payout ratios and high dividend cover, the US is one of the standout equity income markets globally. It is also one of the most unloved. James Hackman, manager of the top-performing Neptune US Income Fund, highlights six key facts you need to know about US equity income today.

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Investment risks

Neptune funds may have a high historic volatility rating and past performance is not a guide for future performance. The value of an investment and any income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the original amount invested. A majority of the investments made by the funds may be in securities of small and medium-sized companies. Such securities may involve a higher degree of risk than would be the case for securities of larger companies. Neptune funds are not tied to replicating a benchmark and holdings can therefore vary from those in the indices quoted. For this reason, the comparison index should be used for reference only. References to specific securities are for illustration purposes only and should not be taken as a solicitation to buy or sell these securities. Please remember that forecasts are not a reliable indicator of future performance. The content of this document is formed from Neptune’s views as at the date of issue. We do not undertake to advise you as to any change of our views. Neptune does not give investment advice and only provides information on Neptune products. Please refer to the prospectuses for further details.

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