presentation - Legal & General
presentation - Legal & General
presentation - Legal & General
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PASSIVE INVESTING – GOING UNDER THE BONNET (HARD DRIVE)! 39TRADITIONAL FUND BLENDING.FundInvesco Perpetual IncomeArtemis IncomeNeptune IncomeAll stocks bought with the intention ofproducing capital profitsAim to deliver above average yield with L-T capital appreciationEach stock meets both growth andyield criteria of the fundMethodologyYield created by buying companies that areexpected to increase their dividends over 3yrsOverseas weighting mainly OECDPortfolio diversified across from micro tomega caps (c.80%)Overseas exposure low & normally inEuropeStocks reflect best qualifying globalsector ideas in steady eddies,recovery and tactical including EMexposureStyleTraditionalBarbellGlobalMarket CapPredominantly large-capLarge, mid and small-capLarge-cap bias, no small-capSectorsTypically more defensiveMore aggressiveDictated by market cycle &global sector analysisHoldingsHigh (70+)High (70+)Low (33)FeesIncomeIncomeCapitalYield4.2%5.1%4.9%Perf 1 Year11.0%5.2%1.0%Perf 3 Years57.8%62.0%60.5%