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“Someone is sitting in the
shade today because
someone planted a tree
a long time ago.”

Warren Buffett

We invest in mature dividend
paying companies where we are
able to directly manage the risks
of those investments.

MORE ABOUT OUR INVESTMENT PROCESS

We aim to deliver positive,
inflation beating returns, through
solid income streams , without
incurring significant losses.

DOWNLOAD OUR LATEST FACT SHEET

  • OUR PHILOSOPHY
    An actively managed equity income Fund that is predominantly focused on dividend yielding stocks with good cash flow and sound fundamentals.
  • OUR APPROACH
    The Fund uses a non-geared options overlay to enter and exit positions, and by doing so materially enhances the income of the Fund whilst simultaneously reducing the risk.
  • OUR TARGET
    The Fund targets a six percent dividend yield whilst seeking to deliver additional capital gains over the business cycle.

A four minute overview of the Orchard Fund


How are we performing?

The strategy has been running since 2000, with the Fund running since 2003, and we think it’s performance speaks for itself.