3 reasons to consider this strategy
Our Global Equity Dividend strategy seeks to uncover high yielding investment opportunities underpinned by the strong fundamentals needed to support long-term growth.
Focus on both yield and return
We seek to build a portfolio that can benefit from the powerful compounding effect of dividends over time. We maintain a high dividend yield objective but by placing importance on both income and capital appreciation, we believe we can achieve a similar, if not higher, dividend yield than our benchmark while also driving a higher total return.
Emphasis on fundamentals
Looking beyond dividend yield is paramount to stock selection. We search for companies with the ability to generate strong free cash flow and high return on capitalto help gauge a company’s, which underpin their ability to maintain and grow dividends over time. We believe this approach can drive durable and superior risk/reward through different market conditions.
Access diverse alpha sources
The significant sector and regional expertise of our global research platform provides coverage of high dividend sectors and markets across a wide universe of countries and market capitalisations in both developed and emerging markets. This enables us to construct a diversified portfolio to capitalise on what we believe are the most attractive opportunities at any point in time.