Multi-assets: The risk reduction benefits of diversification

Before visiting this website, you should confirm that you are a qualified investor within the meaning of the Prospectus Regulation (EU) 2017/1129 of 14 June 2017.

You should make sure that the rules you are subject to allow you to subscribe to shares and/or units of the Collective Investment Schemes (“CIS”) mentioned on this website. Certain rules (including rules on public offering and/or marketing of CIS) may, depending on the country where the CIS are marketed, impact the marketing options for CIS and restrict the marketing thereof to certain types of investors.

I hereby acknowledge that I am aware of the rules applicable to me and I wish to access this website.

By accessing this website, I confirm that I have read and approved the legal notice
"Legal Information and Website Terms and Conditions of Use".

Yes No

Editions

1. Multi-Asset solutions
2. Global Target Income
3. Patrimonial Expertise
4. Life-Cycle

Open magazine

Editions

Click here to share

dpamfunds.com

Global Target Income

Income generation optimization

Why an Income strategy

Low yield environment is problematic for cash flows

Desire for stable cash flow generation

Traditional government bonds no longer provide the « safe » coupon income

Increase in the average life expectancy (80.47 years) and the 40 to 50% decline of income at the time of retirement

DPAM’s Global Target Income solution philosophy

Investment process

01Based on the correlation and volatility estimates, the theoretical most diversified portfolio is determined.

02 This portfolio currently has a yield below our target of minimum 3%.

03 The portfolio is rescaled until its yield equals the target yield.

04 This rescaling keeps the optimized diversification intact.

05 Correlations and volatilities change over time, the portfolio is adjusted accordingly.

Why DPAM’s Global Target Income solution?

Aimed to deliver higher income than other fixed income investments, while keeping a lid on risks

Annual dividend of minimum 3% of the first NAV of the calendar year, distributed on a quarterly basis

Potential capital growth thanks to DPAM’s expertise with income-generating asset classes

Leveraged expertise includes high dividend equity funds and high yield bond funds

Capital preservation thanks to dynamic risk controls based on DPAM’s proprietary analysis tools

PRESENTATION

MORE INFO?

dpamfunds.com

dpam@degroofpetercam.com

Video

Your name

Your e-mail

Name receiver

E-mail address receiver

Your message

Cancel

Send

E-mail

Facebook

Twitter

Google+