First Trust Global Equity Income UCITS ETF
| Issuer: First Trust |
| Asset Class: Equity |
| TER: 60bps |
| Trading Currency: GBX |
| Pays Income: False |
| Listing Date: 01 Sep 2015 |
| Ticker: FGBL |
| ISIN: IE00BYTH6121 |
This actively managed fund seeks to deliver a high level of total return, placing a significant emphasis on generating current income through distributions to shareholders. The strategy involves investing in a diversified portfolio of dividend-paying equity securities from companies located across the globe. By actively selecting securities, the investment manager aims to outperform the MSCI World Index over a full market cycle, offering investors the potential for returns that exceed those of a passive global equity benchmark through skilled stock selection and risk management.
The investment process is rooted in a disciplined, value-oriented approach. The portfolio managers screen for companies that not only offer attractive dividend yields but also exhibit strong fundamentals, such as robust balance sheets and sustainable cash flows. This focus on quality and value helps in identifying companies that are likely to maintain or grow their dividends over time. The portfolio is diversified across various sectors and geographic regions, aiming to mitigate concentration risk while capitalizing on growth and income opportunities in different economic environments worldwide. The strategy thus blends the potential for capital appreciation with a consistent income stream.
This product may be suitable for investors looking for a core global equity holding that provides both a regular income stream and the potential for long-term capital growth. The active management component means investors are relying on the expertise of the portfolio management team to navigate market volatility and identify undervalued opportunities, rather than merely tracking an index. It is designed for those with a medium to long-term investment horizon who are comfortable with the inherent risks of global equity markets but desire a strategy that prioritizes regular cash distributions.
