Our income fund is a multi-asset unfettered fund that aims to deliver a 3.75% target annual yield, whilst achieving some capital growth.
Our fund managers utilise a combination of global direct equities and fixed income to meet the target yield. As part of the investment selection process, the fund managers screen the global equity markets with a thematic investment approach in order to identify stocks that will produce sustainable long-term dividend income. David Palmer and Mark Van Moorsel of Sarasin and Partners are the appointed managers to run the DMS Verbatim Portfolio 5 Income Fund.
Find out more about David Palmer and Mark Van Moorsel from Sarasin and Partners LLP.
A multi-asset fund targeting a 3.75% yield within a clear volatility mandate.
In this section you will find the simplified prospectus and latest financial report relating to the DMS Verbatim Portfolio 5 Income Fund.