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Sectors

Investing in the shares of larger quoted global companies for both capital growth and income

Global Equity Income

Usually these funds will:

  • have over 80% invested in quoted global shares;
  • less than 80% in any single geographic area;
  • an investment objective/policy to generate returns from both capital growth and income;
  • a majority of investments in medium to giant cap companies;
  • no more than 75% of expenses allocated to either capital or revenue account;
  • a portfolio or dividend yield close to the average market yield; and
  • a global benchmark