What distinguishes Disciplined Yield from our other strategies?

  • It is a global multi asset capital appreciation portfolio emphasizing total return through yield and stable dividend growth.
  • It is a higher quality portfolio that will tend to exhibit lower volatility and a more efficient total return profile because of the emphasis on income-producing securities.
  • The foundation of the portfolios is a cluster of equity ETFs which provide exposure to the most consistent dividend growers.
  • In addition to the income focus, these portfolios incorporate WCM’s tactical asset allocation views and active rebalancing, positioning towards the most attractive opportunities throughout the global capital markets.
  • It is available as a Separately Managed Account in three different risk allocations as well as all-equity.
  • Diversified across fund sponsors and ETF types (predominantly fundamentally-weighted with some cap-weighted exposure).

Are you ready to learn more or to get invested for Disciplined Yield? Read or download our strategy profiles here, or Contact us!