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Mirabaud Sustainable Global Dividend Strategy

STRATEGY OVERVIEW

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.

We believe strong management and a focus on sustainability allows companies to capitalise on their opportunity set.

Themes are an important driver for success and can support a company's potential in a low-growth cycle. By following a multi-thematic approach, we can adapt to a changing environment and increase diversification.

Managing risk is a priority and we target stronger risk-adjusted returns compared to the benchmark and the global equity income sector.

Portfolio Characteristics

THEMATIC STRATEGY

We believe global themes provide companies with secular tailwinds.

CONCENTRATED PORTFOLIO

40-50 stocks from a universe of +3000.

LOWER VOLATILITY

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

WELL-ESTABLISHED TEAM

Portfolio managers have worked together for over 12 years.

SFDR ARTICLE 8

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

Strategy Highlights

HIGH + GROWING DIVIDENDS

Portfolio aims to deliver a dividend yield of 1.2x – 1.5x the MSCI All Countries World Index.

Leading companies with strong cash flow that deliver regular and growing dividends.

THEMATIC APPROACH

Focus on companies benefitting from global themes, providing them with a secular tailwind

 

BALANCED PORTFOLIO

Blends high yielding companies and lower yielding companies with higher dividend growth

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

* Sector is IA Global Equity Income and benchmark is MSCI All Countries World Index.

Strategy Resources

Fund Information

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Monthly Reporting

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Monthly Commentary

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Portfolio Managers

Asset management

Anu NARULA

Head of Equities

Asset management

Paul MIDDLETON

Portfolio Manager

Equity Insights

Author
Daniele SCILINGO
Author
Anu NARULA
Author
Thomas JÄGER
Author
Charles WALSH
Author
Charles WALSH
Author
Daniele SCILINGO
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