Funds in Focus

DAVY DEFENSIVE EQUITY INCOME FUND

The Davy Defensive Equity Income Fund invests in quality global equities that are expected to provide higher than average dividend yields. The Fund implements an unique risk management strategy that generates additional income from selling call options on its holdings. This additional income is then used to buy some ‘insurance’ to help protect the fund against significant market falls.

 

 

GLOBAL BRANDS EQUITY FUND

The Global Brands Equity Fund invests in companies which own some of the world’s strongest brand names together with companies which own brands that, in our opinion, may become the next great global brands. We believe that companies with strong brand characteristics can deliver strong risk-adjusted returns due to more sustainable growth profiles, global footprint, and high barriers to entry. Whatever the environment, we believe that investing in attractively valued, high quality brand characteristics that are financially sound and highly cash generative can form a key part of a successful investment strategy.

 
 

DAVY DISCOVERY EQUITY FUND

The Davy Discovery Equity Fund invests in a diversified portfolio of small and mid-capitalisation companies throughout the world that are growing strongly and represent attractive investment opportunities. Small and mid-cap equities are attractive because they offer the opportunity for both return enhancement and diversification within the equity space.

 

 

DAVY ETHICAL EQUITY FUND

The Davy Ethical Equity Fund invests in a diversified portfolio of global companies. The Fund focuses on companies which manage their businesses in an ethical and socially responsible manner. These companies can typically align an investor’s holdings with their environmental and ethical values.