OLD MUTUAL US EQUITY INCOME FUND
The objective of the Old Mutual US Equity Income Fund is to seek to achieve asset growth through investment in a diversified portfolio of equity and equity-related securities.
REASONS TO RECOMMEND
AWARD-WINNING INVESTMENT APPROACH
The fund’s investment process is based on that already successfully employed in the awardwinning funds managed by Ian Heslop and team, including the Old Mutual Global Absolute Return (GEAR) Fund and the Old Mutual North American Equity Fund.
SEEKING TO AVOID STYLE AND SECTOR BIAS
The team seeks to capture income without heavy weightings to traditional income stocks, sectors or styles. For example, it looks beyond the more traditional dividend-generating sectors and adopts an unconstrained, total return approach.
MONTHLY INCOME DISTRIBUTION
Many income investors need a monthly income distribution, and the fund aims to satisfy this requirement from a total return portfolio that can offer both attractive dividends as well as capital growth.
EXCELLENT PORTFOLIO DIVERSIFIER
With its unique investment process designed to generate diversified alpha, rather than the concentrated style of traditional income investing, the fund can either serve as a basis for US equity allocation or as a satellite fund.
WHAT YOUR CLIENTS CAN EXPECT
The fund is designed to deliver a total return by targeting dividend yield and capital growth through investment in a highly diversified portfolio of US equities. The team follows a dynamic investment process, focused on stock selection through analysis of fundamental company data, as well as taking account of the macro-economic environment and investor sentiment. The team strongly believes this unique approach will result in significant diversification from concentrated, style-biased funds.