WHY INVEST IN THE DAVY DEFENSIVE EQUITY INCOME FUND?

Product

The Davy Defensive Equity Income Fund invests in 50 – 70 Quality global equities which are expected to provide a higher than average dividend yield coupled with an ability to grow these dividends. The Fund Manager seeks to reduce risk by investing across a broad range of sectors and geographies. Additionally the Fund reduces risk by purchasing insurance to provide downside protection against significant market falls.

People

The lead Fund Manager Mark Seavers has over 20 years’ experience managing global equity funds. He is supported by an eight-strong Global Equity team which has over 120 years of combined investment experience.

Process

The investment team utilises a robust investment process which blends a proprietary and structured quantitative model with bottom-up fundamental stock analysis. The Fund invests in Quality companies that pay dividends and seek to grow those dividends over time. One of the key features of the Fund is the use of call option premiums to purchase some “insurance” against significant market falls.

Performance

Davy Asset Management’s overall aim is to grow our clients’ assets through the application of a consistent and disciplined investment process.

 

Davy Defensive Equity Income Fund Factsheet October 2017
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Q3 2017 Davy Defensive Equity Fund Update
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Q2 2017 Davy Defensive Equity Income Fund Update
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Q1 2017 Davy Defensive Equity Income Fund Update
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Q4 2016 Davy Defensive Income Fund Update
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