Dod101 wrote:bluedonkey
That exercise in itself has no doubt helped you refine your thoughts. Given the parameters you have set, from your list I would choose Temple Bar and Murray International. The first gives you exposure to the UK market, but better I think than say City of London, which is a sort of HYP in a wrapper, the second gives you international exposure from a very conservative manager in Bruce Stout. Not on your list but also worth looking at to meet your objectives, would be Henderson Far East. As the name implies less international than Murray International but a decent performer in a dynamic part of the world.
The premium/discount you will need to decide on but I think choice of vehicle is more important.
I may say that I hold all three.
Dod
I was quite taken aback when I looked up Henderson Far East Income. At first, pleasantly surprised to see a 6.2% yield combined with annual 5yr dividend growth rate of 4.2%. Then I noticed that the dividend cover is 0.79 years: presumably in individual share terms we would say that the dividend is not covered.