3 quality ASX 200 dividend shares for income investors: expert

Anthony Golowenko from MLC Asset Management names 3 reliable ASX 200 dividend stocks

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The rise and fall of iron ore may have some income investors worried about what the next dividend might look like from leading ASX 200 dividend shares, BHP Group Ltd (ASX: BHP), Rio Tinto Limited (ASX: RIO) and Fortescue Metals Group Ltd (ASX: FMG).

Other classic sectors for dividends, such as banks, have also come under recent scrutiny from the Reserve Bank of Australia. Policymakers have flagged that “sustained strong growth in credit in excess of income growth may result in vulnerabilities building in bank and household balance sheets”.

In an interview with Livewire, MLC Asset Management’s Anthony Golowenko highlighted some “exciting opportunities” across various cash flow generating ASX 200 dividend shares.

3 ASX 200 dividend shares with attractive yields

Golowenko shared a few names that represent solid risk and reward for income-driven investors.

First off the rank was Centuria Industrial REIT (ASX: CIP).

“Recent results that have come out of the real estate sector in Australia have been quite strong.”

“Centuria Industrial [is] coming out with a growth pipeline but also doing hard work in terms of leasing and quite meaningful asset re-valuations,” he commented.

Golowenko also named Charter Hall Group (ASX: CHC) as another appealing ASX 200 dividend share.

“[I]ts multichannel funds management business, core office, industrial logistics, and partnerships … have delivered north of $10 billion in strategic partnerships over the past seven years.”

“And by doing so, in a sale and leaseback, can work collaboratively and constructively with their clients,” he said.

Beyond real estate, Golowenko pointed to “something like Amcor CDI (ASX: AMC)”.

“[I]n its result, it announced they’re increasing their global business, it’s very well managed.”

“Their major Bemis integration and acquisition is bedded down and they’re extracting costs.”

“We just see that as being a steady, diversified, very well run, very well managed business. And having a quality core, particularly in delivering consistent income that’s going to grow in line with inflation,” he said.

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Motley Fool contributor Kerry Sun has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia owns shares of and has recommended Amcor Limited. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Bruce Jackson.

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