Global Multi Asset Income Fund

A risk-first approach to income – BGF Global Multi-Asset Income Fund

Securing the income you need is more challenging than ever before. In this ongoing low interest rate environment, investors have found they may need to take on additional risks to achieve desirable levels of yield1.

The BGF Global Multi-Asset Income Fund takes a risk-first approach in seeking out income opportunities globally from both traditional and complementary asset classes.

Finding attractive income is no longer as easy as it once wasBGF Multi-Asset Income Fund

Source: BlackRock, Morningstar and Bloomberg. As of 31/03/2020. Fixed income yields represented by yield-to-worst, equity yields by 12 month dividend yield, Cash: US Dollar 3m Deposit Middle Rate. US Treasuries: Barclays US Treasury 7-10 Yr, German Bunds yield: Benchmark 10Y German Bund. Global Inv Grade: Barclays Global Agg Corporate (USD). US HY Barclays US HY 2% Issuer Cap. Global Equities: MSCI World. High Dividend Equities: MSCI World High Div Yield. EM Equities: MSCI EM. EMD: JPM EMBI Global. Bank Loans: S&P/LSTA Leveraged Loan Index. Preferred Stock: iShares S&P US Pf.Stk. Idx.Fd. Yield for Preferred Stock is trailing 12-month yield of iShares US Preferred Stock Index ETF (PFF). REITs: FTSE NAREIT All REITs Index. Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index.

Why invest in BGF Global Multi-Asset Income Fund?

The Fund balances the trade-offs between income, risk and return and takes a risk-first approach in the unconstrained search for the best income opportunities across the investment universe.

Potential for consistent and competitive income

Potential for consistent and competitive incomePotential for consistent competitive income and total return with downside protection

Risk-first approach

Risk-first approachSeek to maximize income level with less volatility than a traditional balanced portfolio

Flexibility and diversification

Flexibility and diversificationTactical asset allocation across stocks, bonds, and complementary sources of income.

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