HIGH YELD FUND
Dividends, quality and growth in a single global strategy.
A diversified portfolio to generate stable income and enhance capital over time.
Income Capital Management’s High Yield Fund invests in a diversified global portfolio of ETFs, high-dividend equities, European REITs and low-risk euro-denominated bonds.
The objective is to generate a stable income stream and gradual capital growth, while reducing volatility through geographical and sector diversification.
The fund takes an active and flexible approach, adapting its allocation to market conditions and identifying opportunities in sectors with the greatest potential: technology, healthcare, energy, infrastructure and consumer goods.
FUND STRUCTURE
A balance between return and stability
The High Yield Fund is based on multi-level diversification that combines income, stability and risk control:
– Geographical: global exposure to North America, Europe and Asia-Pacific.
– Sectoral: finance, technology, energy, healthcare, infrastructure and consumer goods.
– By instrument: ETFs, equities, REITs and bonds.
– By dividend frequency: monthly, quarterly and half-yearly distributions to ensure steady cash flows.
Portfolio allocation is dynamic and is reviewed periodically based on market conditions and key macroeconomic indicators.
RISK AND RETURN PROFILE
The fund has a medium-low risk profile, suitable for investors seeking regular returns and partial capital protection.
The expected return is moderate but consistent over time, with a recommended investment horizon of 5 years.
The combination of uncorrelated instruments limits the overall volatility of the portfolio, reducing the impact of short-term fluctuations.
The Fund’s model is based on a partnership approach: shared performance, common goals, total transparency.
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PHILOSOPHY AND GOVERNANCE
Transparency, alignment of interests and clear reporting.
Every investor has access to monthly reports and performance updates published on the website, allowing them to monitor the fund’s performance in real time.
There is only one objective: to build value over time, with discipline and consistency.
TALK TO US
Would you like to learn more about how the High Yield Fund works or understand how to incorporate it into your investment strategy?
The Income Capital Management team is available to explain the management model, risks and expected returns.
