UK v Europe: Where can I find income?
Vs
Dividend dynamos1
£2.5 trn
£2.1 trn
Size of equity market
£72.4 bn
£76.5 bn
Total annual dividends
1
Total annual dividends
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.
Headline stats2
Dividend yield (%)
2000 peak
Dividend yield (%)
2007 peak
2.0
2000 peak
2.7
2007 peak
1.5
2.8
Today
Today
3.1
3.4
2
UK 'today' data as at close 14/07/15, Europe 'today' data as at close 30/06/15.
Top-yielding sectors3
Today
Today
Dividend
yield (%)
Dividend
yield (%)
Oil and gas
5.3
Utilities
6.7
Utilities
4.9
Oil and gas
5.5
Basic materials
4.6
Telecommunications 3.7
Dividend
yield (%)
2000 market peak
Dividend
yield (%)
2000 market peak
Basic materials
3.8
Basic materials
2.6
Utilities
3.7
Oil and gas
2.4
Industrials
3.0
Consumer discretionary 2.1
3
Data as at close 14/07/15.
Historic equity market performance and yield comparison4
UK
From 09/06/95 to 09/06/15 monthly
3.2%
Level
24/04/2015
2.7%
4000
2.0%
3500
12/07/2007
01/09/2000
3000
2500
2000
1500
95
96
97
98
00
99
01
02
03
04
05
06
07
08
09
10
11
12
13
14
15
Year
EUROPE
From 09/06/95 to 09/06/15 monthly
1.5%
Level
2.8%
24/03/2000
280
2.8%
31/05/2007
260
13/04/2015
240
220
200
180
160
140
120
100
80
60
95
96
97
98
99
00
01
02
03
04
05
06
07
08
09
10
11
12
13
14
15
Year
4
Based on respective markets’ closing highs.
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 recommendations. 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, communications may be taped or monitored. w47305