Aberdeen Standard Investments (ASI) has launched the Aberdeen Standard SICAV I – Global Dynamic Dividend Fund (the “Fund”). The Fund will invest in a range of stocks across developed and emerging markets, aiming to deliver both a premium1, monthly income stream2 as well as potential capital returns.
Managed by ASI’s Global Equities team, the Fund invests in a portfolio of 80-100 stocks worldwide, diversified across sectors and geographies, with a bottom-up, ESG3-embedded investment strategy.
The Fund seeks to deliver a premium dividend income whether markets rise or fall, allowing investors to get paid to wait in a challenging market environment and benefit from potential capital appreciation when the markets recover.
In addition to analysing companies’ fundamental strengths, the investment team harvests diversified sources of income by screening the global universe of dividend-paying stocks. To enhance portfolio yield, the Fund combines long-term investment in companies paying regular dividends with tactical trades in stocks paying special and regular dividends. It invests in value and growth stocks to maintain a balanced, diversified profile.
Leveraging global expertise and local insights, ASI’s Global Equities team of 140+ equity professionals across 14 markets has a long track record of delivering superior outcomes for a range of equity income strategies.
Josh Duitz, Senior Vice President – Global Equities, Aberdeen Standard Investments, commented: “Investors today need equity income more than ever, with a staggering 15 trillion4 dollars in bonds globally providing negative yields. During this prolonged period of market volatility, the strategy provides a unique solution blending income and growth opportunities, aiming to help investors to diversify and capture market upside while getting paid to wait for markets to recover when they are falling.”
Ben Sheehan, Senior Equities Investment Specialist –Asia Pacific, Aberdeen Standard Investments, added: “Global equities have a long history of strong dividend growth. Despite the headlines of dividend cuts or delays given the impact of the coronavirus pandemic , there remains a huge global universe of stocks that continue to pay out. With low correlation to other income-yielding asset classes, equity income is a great diversifier for investment portfolios. The global demographic shift of ageing societies has exacerbated investors’ search for yield to fund their retirements, and this trend is particularly prevalent in Asia.”
The Luxembourg-domiciled Fund has been registered for sale to professional and retail investors in Singapore, Hong Kong, Luxembourg, Switzerland and the United Kingdom.
Alvena So, Head of Media Relations – Asia Pacific
+852 2103 4793
Notes to editors
This document is strictly for informational purposes only and does not constitute an offer to sell, or solicitation of an offer to purchase any security, nor does it constitute investment advice, investment recommendation or an endorsement with respect to any investment products. Investors should not make an investment into the investment product based solely on this document and should read the relevant offering documents for more details to ensure that they fully understand the associated risks before investing. Investors are responsible for their investment decisions and should ensure that the intermediary has advised on the investment product’s suitability. If in doubt, please seek independent financial and professional advice.
Investment involves risk. The value of investments and the income from them can go down as well as up and investors may get back less than the amount invested. Past performance is not a guide to future performance. Investment returns are denominated in the base currency of the fund. US / HK dollar based investors are therefore exposed to fluctuations in the US dollar / HK dollar / base currency exchange rate. No liability whatsoever is accepted for any loss arising from any person acting on any information contained in this document.
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1The Fund is actively managed. It aims to outperform the MSCI AC World (Net) Index (USD) with a dividend yield greater than that of the benchmark before charges.