Sectors
Investing in the shares of larger quoted global companies, or high yielding securities, for a high income
Usually these funds will:
- have over 80% invested in quoted global shares, fixed income or other high-yielding securities;
- less than 80% in fixed income securities;
- less than 80% in any single geographic area
- a majority of equity investments in medium to giant cap companies;
- an investment objective/policy to generate majority of returns from income;
- a majority of expenses allocated to revenue;
- a portfolio or dividend yield above the average market yield; and
- a global benchmark