WHY INVEST IN THE GLOBAL EQUITY INCOME FUND?

Product

The aim of the Global Equity Income Fund is to achieve long-term capital growth by predominantly investing 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. In an uncertain world, dividends can complement or supplement income from bond holdings, act as a source of portfolio diversification and also act as a potential hedge against inflation.

People

The lead Fund Manager Mark Seavers (also Chief Investment Officer of Davy Asset Management) 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. The result is a strategy focused on identifying stocks with the appropriate quality characteristics to deliver sustainable excess returns.

Performance

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

 

 

 

 

Global Equity Income Fund Factsheet November 2018
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Q3 2018 Davy Global Equity Income Fund Update
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Q2 2018 Davy Global Equity Income Fund Update
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Q1 2018 Davy Global Equity Income Fund Update
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Q4 Davy 2017 Global Equity Income Fund Update
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Q3 Davy 2017 Global Equity Income Fund Update
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