Views & News

Global Value and Income Dispatch

| Multi-Asset Value
  • Our current equity exposure sits at the upper end of neutral
  • We continue to lean on equity and preferred income to manage through this low rate environment
  • Income portfolios must beware to avoid excessive sector or style biases

Disclaimer

Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. The Fund’s investment include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

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