w47305 europe vs uk long v5 650px - schroders.com€¦ · today oil and gas utilities basic...
TRANSCRIPT
Today
Oil and gas
Utilities
Basic materials
Dividend yield (%)
5.3
4.9
4.6
Source: Schroders, Thomson Reuters Datastream, MSCI. All data relating to UK refers to FTSE All-Share and all data relating to Europe refers to the MSCI EMU and the two indices’ top-level industry groupings. Important Information: This document is intended to be for information purposes only and it is not intended as promotional material in any respect. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommenda-tions. Information herein is believed to be reliable but Schroders does not warrant its completeness or accuracy. No responsibility can be accepted for errors of fact or opinion. Reliance should not be placed on the views and information in the document when taking individual investment and/or strategic decisions. Past performance is not a reliable indicator of future results, prices of shares and the income from them may fall as well as rise and investors may not get back the amount originally invested. Schroders has expressed its own views in this document and these may change. Issued by Schroder Investment Management Limited, 31 Gresham Street, London EC2V 7QA, which is authorised and regulated by the Financial Conduct Authority. For your security, communica-tions may be taped or monitored. w47305
Vs
£2.1 trn
UK v Europe: Where can I find income?
Dividend dynamos1
£72.4 bnTotal annual dividends
Size of equity market
£2.5 trn
£76.5 bnTotal annual dividends
Headline stats2
Dividend yield (%)
2.02000 peak
2.72007 peak
3.4Today
1.52000 peak
2.82007 peak
Dividend yield (%)
3.1Today
Top-yielding sectors3
Historic equity market performance and yield comparison4
UKFrom 09/06/95 to 09/06/15 monthly
95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 151500
2000
2500
3000
3500
4000
Today Dividend yield (%)
6.7
5.5
Telecommunications 3.7
Oil and gas
Utilities
EUROPEFrom 09/06/95 to 09/06/15 monthly
9 5 9 6 9 7 9 8 9 9 0 0 0 1 0 2 0 3 0 4 0 5 0 6 0 7 0 8 0 9 1 0 1 1 1 2 1 3 1 4 1 56 0
8 0
1 0 0
1 2 0
1 4 0
1 6 0
1 8 0
2 0 0
2 2 0
2 4 0
2 6 0
2 8 0
2.0%
2.7%
01/09/2000
12/07/2007
24/04/2015
Year
Level
Year
Level1.5%
2.8%24/03/2000
31/05/2007
13/04/2015
3.2%
2.8%
2000 market peak
Basic materials
Dividend yield (%)
3.8
Utilities 3.7
Industrials 3.0
2000 market peak
Basic materials
Dividend yield (%)
2.6
Oil and gas 2.4
Consumer discretionary 2.1
1 Total annual dividend payments inferred by applying the market yield to market value. All data as at close 30/06/15.European dividends converted to sterling using exchange rates as at close 30/06/15.
2 UK 'today' data as at close 14/07/15, Europe 'today' data as at close 30/06/15.
3 Data as at close 14/07/15.
4 Based on respective markets’ closing highs.