BP is set to halve its previous £6bn annual dividend when it reinstates payouts early next year.
Charlie Awdry has been reducing exposure to consumer staples, previously a long-term theme on the £768m Gartmore China Opportunities fund.
First State's Jonathan Asante considered investing his own money in wine over fears bubbles are forming in more traditional asset classes.
Asian and emerging markets have been a key driver of performance for the Threadneedle Global Equity Income fund since its 2007 launch, as the Western dividend culture spreads into the developing world.