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Andreas Zoellinger and Brian Hall co-manage this fund. This quality-focused equity-income strategy aims to deliver at least 110% of the yield of the benchmark. Zoellinger and Hall emphasize dividend reliability through detailed fundamental company analysis of a firm's management, competitive positioning and financial discipline. He constructs a compact portfolio, consisting of 35 to 50 stocks and invests wherever he sees opportunities. Risk is controlled by balancing quality dividend payers that can grow their dividend with undervalued high-yield opportunities.
Below is the online factsheet for your selected instrument. You can change time periods in certain areas of the factsheet and generate a version to PDF using the "Print" button.
You can also view an Analyst Report as a PDF using the link below and if you are a registered user a more detailed report is also available.
Analyst Report
