Global Equities Income

Investment Objective

  • To provide investors with regular income from a variety of investments, but primarily equities

  • There is no benchmark and performance is likely to differ significantly from global equities benchmarks

Investment Approach

  • The fund seeks to provide investors with regular income from dividends, option strategies (buy write), credit overlay and other asset classes

  • We seek exposures to high dividend paying companies that have good quality balance sheets

Investor Benefits

  • The fund is suited to investors seeking to generate income from a variety of sources

  • The fund dynamically manages the underlying exposures to seek companies in regions and sectors that offer the most attractive dividends supported by high quality cash flows

  • The fund may be an appropriate cornerstone equity allocation in retirement for investors seeking regular income primarily from equities