This strategy is primarily looking to target an income of around 6% per annum, with some equity growth. The rolling 12-month yield is currently 5.62% and this is paid on a quarterly basis. The strategy uses options to achieve the target income.
The strategy looks to invest in those companies which have a focus on innovation and disruption and are in high growth sustainable industries. They look to quantify the growth over the next five years and then place a value on that based on any potential risks to the business. In addition to paying a high yield the strategy is aligned to the United Nations Sustainable Development Goals.
This is not just about ESG but also about focusing on the negative impacts as well as returns. The way they deep dive into businesses is by looking at those that have high barriers to entry, strong ESG policies and a commitment to deliver on this and where growth is linked to solving global societal issues….read more