Is your equity income strategy fit for purpose?
Retirees have three key needs: higher income, lower volatility and long-term total returns. A traditional portfolio of yield stocks may deliver on one of these – but can they manage the downside or target capital growth?
First Sentier Investors’ Equity Income Fund aims to provide sustainable income over the long term by identifying stocks that have the potential to generate long-term earnings, while using equity options with the aim of generating higher income from a portfolio of our best investment ideas.
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The word “sentier” means path. We chose a brand name that reflects our long-term commitment to following our own path; to invest responsibly over the long term for the benefit of our clients and the communities in which we invest.