Sarasin Global Higher Dividend (Sterling Hedged)
A portfolio which aims to provide a premium level of income that grows over time in sterling terms, along with long-term capital growth.
The fund targets long-term growth, as well as an income that is at least 50% higher – in sterling terms – than its benchmark of global stocks.
Investors benefit from our established thematic approach to investing. Our integrated ESG screening criteria ensures that stewardship is fully embedded in portfolio construction, and aids risk management.
At this strategy’s core is a simple proposition: it targets high quality businesses that return growing levels of cash in a sustainable manner to investors. It’s an approach that we believe should outperform over the long term.
The fund is a compelling option for income-seeking investors and those looking for sustainable income and capital growth.
The strategy focuses on high-quality businesses with consistent – and preferably growing – cash flows, which leads to lower earnings and share price volatility than the market.
Investors benefit from a high and consistent yield, and an income at least 50% higher than the MSCI World Index.
We carefully analyse the competitive strengths of each company to ensure that cash generation can be grown well into the future. Our goal is to create a portfolio of growing, low risk, lifetime annuities. Our research team analyse management teams who prudently approach M&A and leverage, ensuring that long-term cash returns to shareholders are maximised.
More specifically, the fund has a three-step investment process. Idea generation leads to stock-selection, following which we can construct a diversified portfolio.