“Someone is sitting in the
shade today because
someone planted a tree
a long time ago.”
We invest in mature dividend
paying companies where we are
able to directly manage the risks
of those investments.
We aim to deliver positive,
inflation beating returns, through
solid income streams , without
incurring significant losses.
- OUR PHILOSOPHYAn actively managed equity income Fund that is predominantly focused on dividend yielding stocks with good cash flow and sound fundamentals.
- OUR APPROACHThe 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 TARGETThe Fund targets a six percent dividend yield whilst seeking to deliver additional capital gains over the business cycle.