Geffen: Worst-hit income funds in Q1 sell-off took highest dividend risk
IA UK Equity Income sector average down 3.9%
Robin Geffen of Neptune
There was a direct correlation between the worst-performing UK equity income funds during the recent sell-off and those with the highest dividend concentration risk, claims Neptune CEO Robin Geffen.
According to Geffen, who used Morningstar data, the average bottom quartile fund in the IA UK Equity Income sector during the Q1 market sell-off relies on its top ten holdings for 51.47% of its yield generation....
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