global equity income fund

Managed funds

Global Equity Income Fund

A specialist high-yield global equities fund that delivers regular income with lower volatility, a well as exposure to some of the world’s most exciting and recognisable companies.

Zurich Investment’s Global Equity Income Fund is managed by our strategic investment partner, Denning Pryce. The fund’s investment approach is based on buying and selling exchange traded options over global shares and equity index futures.

Global Equity Income Fund key features

  • High regular income that is paid quarterly
  • Lower volatility than the MSCI World Accumulation Index in $A (net dividends reinvested)
  • Conservative long-term capital growth
  • Maintains a conservative currency management framework to protect income generation
  • Suitable for both income and growth portfolios
  • Managed by a highly experienced investment team

Global Equity Income fund at a glance

Investment universe Stocks listed on International stock exchanges
Investment style Alternative Equity
Target return Aims to deliver 6-8% income p.a. plus some capital growth and downside protection
Tracking error Not targeted
Benchmark MSCI World (fully hedged into $A) (net dividends reinvested)
Number of stocks held 40 to 80
Risk profile High
Suggested investment timeframe Five years +
Distribution frequency Quarterly

 

 

Global Equity Income Fund documents


Global Equity Income Fund’s recent performance