PORTFOLIO OBJECTIVES
The primary investment objective of the Total Return Income portfolio is to provide income consistent with prudent investment management, with a secondary objective of long-term capital appreciation. This portfolio is designed for investors who seek steady income. This portfolio taps into global income-generating bond and equity markets and aims to provide consistent income over the long term. The portfolio invests in financial instruments which can potentially provide both a dependable income stream and real growth in income and capital.  It is our core belief that long-term income and growth, rather than short-term yield, will deliver a better outcome for investors.
TARGET MARKET
The Total Return Income portfolio is suitable for investors with a medium-risk profile, primarily seeking regular income and with a medium-term investment horizon.Â
Our discretionary portfolio management service is intended for those clients who want peace of mind knowing that their investments are actively monitored and managed by a team of professional portfolio managers.Â
INDICATIVE DISTRIBUTION RATE
The Total Return Income Portfolio emphasises interest and dividend income as a component of total return for a given level of investment risk.
The portfolio aims to achieve a target distribution of 4%.
PORTFOLIO FEATURES
- Active management is a core function of the portfolio, ensuring diversification of traditional asset classes. Exchange-traded funds, direct securities and collective investment schemes are used in the implementation of the portfolio’s investment strategy.
- The overall asset allocation of the investment strategy is periodically reviewed and adjusted as necessary in line with the prevailing market conditions, taking into consideration value, solvency, liquidity, and income. Cash levels and targets vary in line with prevailing market conditions. Currency risk management remains a central consideration for the investment strategy. This enables the portfolio to diversify its global exposure.
- The portfolio has limited exposure to specific investment vehicles to mitigate concentration risks.
- Detailed valuation reports are provided on a quarterly basis.
- The performance of the portfolio can be monitored daily via the secure area of the Company’s Website
- Income is distributed to investors on a periodic basis
- Portfolio performance is driven by an experienced and dedicated team of portfolio managers.
View Portfolio Brochure Below