The search for income
With interest rates hovering around historic lows globally, SMSF investor appetite for alternative income sources has markedly increased. In the current environment, uncertainty is writ large; challenges come at investors from all angles – global and domestic, as well as longer-term structural challenges.
In many cases, investors are going further out on the risk curve, taking on more risk than they usually would, to generate a nominal return to meet their income needs. This is particularly pertinent to retirees living on a fixed income. History tells us that the further investors push out along the risk curve, it’s all fine until it isn’t.
Where can you go for income?
GSFM offers two Funds with an objective to provide income:
The Epoch Global Equity Shareholder Yield strategy aims to deliver attractive total returns with an above-average level of income by investing in a diversified portfolio of global companies with strong and growing free cash flow.
The Global Equity Shareholder Yield strategy provides three distinctive benefits:
|1. Consistency of income, the most stable driver of returns
The strategy focuses on companies
|2. Active management, determine whether a company’s payouts have the ability to grow
Identifying the companies with the
|3. Lower volatility, which in the end leads to greater wealth for the investor
If a portfolio can generate the same
The Payden Global Income Opportunities Fund is an actively managed absolute return fixed income fund designed to provide investors access to a highly diversified and well-researched portfolio of global fixed income from developed and emerging markets.
The Payden Global Income Opportunities Fund provides three distinctive benefits:
|1. A focus on positive returns
Staying true to the basic definition of
|2. Unanchored from traditional
Being unanchored from traditional
|3. A low duration portfolio
Benefitting from more than 35 years
We offer a diverse range of global and domestic investments through our alliances with leading fund managers.
|Global equities||Cambridge Global Smaller Companies Fund|
|Australian equities||Redpoint Industrials Fund|
|Alternatives||Man AHL Alpha (AUD)|