Global Equity Income Funds

The dVAM Global Equity Income PCP Fund is designed to provide investors with global exposure to dividend-paying companies and is managed for dVAM by Guinness Global Investors.  

The fund is managed for income and capital growth and invests in companies that are well placed to be able to pay a sustainable dividend into the future.

FUND OVERVIEW

The fund focuses on profitable companies that have generated a persistently high return on capital over the last decade. With these criteria as a starting point, the investment team identifies many well-known blue-chip companies, but they also find a broad spectrum of smaller companies that are outside of the traditional dividend-paying regions and sectors. It is a rare achievement for a company to meet the investment teams criteria and we think it shows a mark of genuine quality.
The Investment team maintains a high conviction portfolio of around 35 equally-weighted stocks, with low turnover and no benchmark-driven constraints on a sector and regional weightings.