Equities

Global dividend

We invest in companies from around the world with potential for long-term dividend growth. The strategy is based on the belief that companies generating rising dividends, bought at sensible valuations, will deliver excellent total returns over time. The strategy also has an income objective of providing a rising income stream and a yield premium to the MSCI ACWI Index.

We pursue a bottom-up approach focused on fundamental analysis and valuation. We select stocks with different sources of dividend growth to build a portfolio that has the potential to cope in a variety of market conditions. The strategy will usually hold 40 to 50 stocks and aims to be diversified across countries and sectors.

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