Global Dividend

Objective

This strategy seeks to optimize returns in a risk-controlled framework, delivering consistent added value over a full business cycle.

What is the Global Dividend Strategy?
• Designed to capture the benefits of diversification and the advantages that come from the dissimilarity in return patterns across different asset classes.

• Invests primarily in higher yielding securities that retain attractive growth potential.

• In addition to strategic allocation, the strategy utilizes tactical active risk management driven by an informed view of current market conditions.

Category

Core

Ticker

GDIV

Inception

05/31/2009