Sectors
Investing in the shares of larger quoted global companies for both capital growth and income
Usually these funds will:
- have over 80% invested in quoted global shares;
- less than 80% in any single geographic area;
- an investment objective/policy to generate returns from both capital growth and income;
- a majority of investments in medium to giant cap companies;
- no more than 75% of expenses allocated to either capital or revenue account;
- a portfolio or dividend yield close to the average market yield; and
- a global benchmark