The strategy seeks to provide an attractive and growing income stream, with capital appreciation, over time, by investing in dividend-paying stocks globally.
- Attractive income: The strategy seeks to deliver a yield that is higher than most bonds, using a dividend investing strategy.
- Durable growth: Offers the potential for dividend growth and stock price appreciation from companies with strong prospects and balance sheets.
- Stability: Generates recurring income that helps provide consistent returns over time. The strategy seeks lower volatility than the S&P 500 Index.
3-YR 5-YR SINCE INCEPTION
Thornburg Investment Income Builder Strategy – Equity Only Portfolio 8.95 9.39 8.90 S&P 500 Index 12.01 11.83 14.49
Source: FactSet* Due to the limited amount of time since the Strategy inception, performance and characteristics of the Thornburg Investment Income Builder Strategy – Equity Only portfolio (IIB) is shown. Please see Carve Out description in Important Information
- Diversification: Geographic diversification provides global exposure and takes advantage of higher dividend yields abroad.
Bottom up and collaborative: Bottom-up, fundamental research combined with a collaborative cross-sector research approach may spot opportunities that a siloed research process can miss.
Seeks equity income: Seeks dividend-paying companies with strong cash flows that have the ability and willingness to pay and grow their dividends over time.
Global reach: Uses a highly active, benchmark agnostic approach that allows strategy to seek income anywhere in the world.