Why size is not everything
Why size isn’t everything as smaller companies show how to lead the way
Potential for regular income and capital growth, as for most markets, reinvested dividends account for 50% or more (1) of the total return.
With a long history of strong dividend growth, the MSCI AC World Index delivered dividend growth of 3.4% p.a. (2).
Large diversified dividend universe, with more than US$1.35 trillion (3) was paid out in dividends globally in the 12 months to 31 December 2023.
Receive a recurring monthly income stream of 6.33% p.a. (4).
(Aim at monthly distribution. Dividend rate is not guaranteed. Dividend may be paid out of capital. Please refer to important information 4.)
Participate in potential upside of global equity markets while receiving premium monthly income.
The fund is style-agnostic, diversifying across Value (60%) and Growth (40%) blended approach. The Fund is also exposed across various sectors and countries.
(1) Source: Factset, Jefferies, December 2001 to December 2023. Using MSCI universe as it existed in the past. Based on local currency performance. Gross reinvested dividends without considering the impact of taxes.
(2) Source: MSCI, Bloomberg, December 2023, Q4 2023 vs Q4 2022 year on year change for dividends paid. For illustrative purpose only.
(3) Source: Bloomberg, MSCI, Paid by MSCI ACWI constituents, USD, 31 December 2023.
(4) Source: abrdn, 29 February 2024, based on A Gross MIncA USD share class, historical average over March 2023 to February 2024. A positive yield does not imply a positive return of the Fund.