
Ian Mortimer (left) and Matthew Page (right) of the Guinness Global Equity fund
Launching the Guinness Global Equity Income fund a decade ago as a direct response to the Global Financial Crisis unwittingly prepared its portfolio to weather the mass dividend cuts seen in the throes of the coronavirus crisis, according to its managers Matthew Page and Ian Mortimer.
Speaking to Investment Week on the ten-year anniversary year of the £1.3bn fund, the managers said their decision to focus on dividend growth rather than high dividends, and to implement strict criteria...
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