What’s the strategy?
The Monthly Income (GLC) portfolio strategy combines active management, diversification, and fixed income and income-oriented equity assets – in a single investment.
The Global Multi-Asset Strategy team leverages the broad skill set of a multi-disciplinary team to make tactical and strategic moves within asset classes and regional exposures of the portfolio. The portfolio managers identify current risks and opportunities within each asset class, as well as macro trends in economic and market cycles to guide the longer term asset mix positioning.
The strategy is designed to seek out high income-yielding assets wherever they are. The portfolio management of the underlying fund components focuses on high-quality holdings that generate attractive income and growth opportunity for the portfolio, while the active portfolio management approach of the Global Multi-Asset Strategy team allows for asset mix shifts that target a low-to-moderate risk profile.
The long-term target portfolio exposure is 50% equity and 50% fixed income, with maximum equity exposure capped at 60% to ensure a well balanced portfolio without excessive risk.
Why invest in this portfolio strategy?
The Monthly Income (GLC) portfolio strategy provides access to diverse income options – a portfolio with a broad mix of income generating assets from around the globe, attractive especially in low interest rate environments – in a single investment with high liquidity.
The unique composition of the portfolio and active management of the asset mix means the Monthly Income (GLC) portfolio can offer:
- Broad diversification across asset classes and geographic regions, reducing risk and volatility, with limited currency risk through broad country diversification and/or currency hedging when appropriate.
- A higher yield than its blended benchmark and exposure to a range of yield-oriented assets including investment-grade and high-yield fixed income and equities.
- The income generating aspect of the portfolio and broad diversification by geographic region, type of security and asset class combine to create an attractive risk/return profile.
- An actively managed asset mix, allowing you to participate in the growth opportunities of equity markets while helping protect you against market downturns.
Data for institutional investors
Benchmark source: Copyright®, FTSE is a trade mark of FTSE International Ltd and is used under license. Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”); and TSX® is a registered trademark of TSX. Copyright®, MSCI Inc.
Portfolio attributes and rates of return reflect the portfolio strategy used by the London Life segregated fund shelf.
Past performance is no guarantee of future results.
There is no guarantee that investment objectives, or risk or return targets discussed in this material will be achieved. No part of this material may be reproduced or redistributed in any form without express written permission of GLC Asset Management Group Ltd. The data provided is for information purposes only. This material is not intended to be read in isolation and may not provide a full explanation of all the topics that are presented and discussed. Information contained in this material has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. Furthermore, there can be no assurance that any trends described in this material will continue or that forecasts will occur; economic and market conditions change frequently. This material should not be considered a recommendation or offer to purchase or sell any particular investment.