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Equities

Mirabaud Sustainable Global Dividend Strategy

A concentrated global equity strategy that seeks out leading companies with strong cashflows that deliver sustainable yield and dividend growth. The strategy aims to deliver a dividend yield of 1.2x – 1.5x the MSCI All Countries World Index, with dividends growing faster than the index.

The strategy is relevant for investors seeking a consistent and growing income stream, along with the potential for attractive capital returns.

Dividend-paying stocks tend to be high-quality, well-established businesses, with strong cash flows and typically less volatility than the wider market.

We achieve dividend growth by focusing on companies benefitting from global themes, which provide them with a secular tailwind. By following a multi-thematic approach, we can adapt to a changing environment and increase diversification.

Investing responsibly through ESG integration, we utilise positive and negative screening, detailed ESG analysis and active engagement.

Portfolio characteristics
MULTI-THEMED APPROACH

Investing in leaders within themes; focus on companies that can grow faster than GDP.

CONCENTRATED PORTFOLIO

c.40 stocks from a universe of +3000.

DISCIPLINED SELL APPROACH

Investment cases continually assessed, with positions exited immediately if thesis changes.

LOWER VOLATILITY

Targets lower volatility than the MSCI All Countries World Index and the sector average.*

SFDR ARTICLE 8

Investing responsibly through ESG integration following a best-in-universe approach.

Portfolio themes

Strategy resources

Fund Information

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Monthly Reporting

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Monthly Commentary

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