Strategy overview
Dividend & Capital Stability
A Low-Volatility, Income-Focused US Equity Strategy with Minimum-Volatility & REIT Sleeves
01
Overview
Investor Profile
Built for equity investors who want market participation with materially below-market drawdown risk. Best suited for income-focused equity investors with a 3+ year horizon.
Strategy
The strategy combines dividend-quality screens, two complementary low-volatility sleeves, and a dedicated real estate position to deliver three distinct income streams — designed to participate in equity markets while cushioning the impact of a downturn.
02
composition
US Dividend Quality
Quality screens favor durable, well-covered dividend payers.
30%
US Minimum Volatility
Cushions the impact of market downturns.
20%
US High Dividend
Adds a second, higher-yielding income stream.
20%
US Low Volatility
A complementary low-volatility sleeve for a smoother ride.
15%
Dividend Aristocrats
Long dividend-growth track records add income durability.
10%
US REIT Blend
A dedicated real estate position for a third income stream.
5%
03
key considerations
01 Dividend & REIT Risk
Quality screens reduce, but don't eliminate, dividend-cut risk; REIT distributions are backed by rental income rather than corporate earnings, so they behave differently in a downturn.
02 Interest Rate Sensitivity
Dividend stocks and REITs both tend to be sensitive to rising interest rates.
03 Sector Concentration
The strategy intentionally overweights sectors like consumer staples, utilities, and health care, and underweights technology.
Investors should consider the strategy’s investment objectives, risks, and fees before investing. All investments involve risk, including possible loss of principal. Target asset class weights are subject to change over time based on market conditions and portfolio management discretion. Past performance is not indicative of future results. Certain holdings carry limited liquidity; redemptions may not be available on a daily basis for all asset classes. This information is for informational and illustrative purposes only and is not investment advice, a solicitation, or an offer to buy or sell any security.
Ask us for the fact sheet.
