Fundamental research driven process focussed on top quintile income yielding stocks, selected from a global universe of equities.
High quality, attractively yielding blue chip stocks in EU, UK , US and Asia. By adopting a process that focusses on identifying stocks which have high ‘Shareholder Yields’, the portfolio emphasizes companies to this day have owner mentalities, which leads to outperformance over time.
Investors who prefer to hold direct equities.
Clients who may have a regional equity bias.
Clients who believe income will account for majority of equity return of total stock market returns going forwards
Investors who believe quality companies outperform over long term
| Investing Style | Traditional |
|---|---|
| Allocation Type | Global equities, Shareholder yield strategy |
| Apporach | Active |
| No. of Risk Profiles | 2 (Progressive, Adventurous but single portfolio) |
| Risk Profile Calibration | Dynamic Planner, Finametrica, Oxford Risk |
| Holdings Universe | Global equities |
| Currencies Available | Global Currency Exposure |
| Minimum Investment | 100,000 |
| Annual Managament Charge | 0.85% |
| Ongoing Charge Figure | 1.00% |
Shareholder Yield as an approach to identifying outperforming companies seeks to identify high quality management teams. It focusses on companies that has attractive yields and consider the 'buyback' programs that management teams are engaged with. Research shows that many companies who are buying back their shares are sending a message to the market that they feel the company is undervalued. We combine this analysis whilst then looking for other fundamental attributes to justify inclusion in the portfolio.
Understand the fundamental importance of stock selection
Diversify your portfolio to mitigate risks
Assess the company’s financial health and stability
Stay informed and adapt your strategy
Research management and corporate governance
Analyze industry trends and competitive advantage
Scouring the world for the very best managed companies, Selecta only considers those with the very best credentials. An active stop disclipline means a high bar for companies to justify their place in the portfolio.
Systematic global selection process according to set criterion
Max. individual holdings exposure, global market and currency diversification
In depth research to determine fundamental attractiveness
Stop loss discipline, and ongoing idea research
Offers an active management approach to building a global portfolio of high quality companies;
Brings global diversification, reducing 'home bias' risk or being exposed to the fortunes of a single stock market
Means a portfolio that can be held for the very long term, and possibly passed onto future generations
Regular fortnightly commentaries, provide updates on the portfolio and stock specific highlights
Available in a range of tax efficient accounts including Individual Savings Accounts (ISAs), Self Investmed Personal Pensions (SIPPs) and General Investment Accounts (GIAs)
