QUALITY COMPANIES

The strategy invests in high quality global companies, firms with market capitalisations in excess of €10 billion, strong management and good financial discipline. Consequently, the volatility of earnings across this strategy tends to be lower than that of the market, potentially enabling the strategy to withstand adverse market or economic conditions.

STRUCTURED INVESTMENT PROCESS

A structured investment process allows the team to focus on companies which can deliver current income and provide sustainable dividend growth over time.



FUNDS IN THIS STRATEGY

The product suite includes a number of variations, each with their own unique risk and return characteristics based on a Quality investment philosophy and a structured investment process.

High Yield Equity Funds

The investment objective of these Funds is to achieve long term capital growth by predominantly investing in Quality global equities which are expected to provide a higher than average dividend yield coupled with an ability to grow these dividends. The Funds target a dividends yield of 1% greater than the market yield.

Defensive Equity Funds

These Funds invest in quality global equities that are expected to provide a higher than average dividend yields. The Funds implement 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’ with the aim of protecting the fund against significant market falls.

Geared High Yield Fund

The Fund is an equity income fund which invests in quality global equities that are expected to provide a higher than average dividend yields. The Fund targets a dividend yield 1% above the market. Investor capital is supplemented with an actively managed loan within the fund to increase exposure to equity markets. The fund manager will typically look to change the gearing depending on valuation levels.