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 was
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.
Our recent accolades
Its our honour to be awarded across asset classes and strategies in service to your investing needs