Quality Dividend Focus Defensive
Designed to deliver an elevated dividend yield relative to the broad market while taking a defensive portfolio approach and investing in high quality companies to further enhance income consistency and stability.
Overview
Quality That Pays Dividends
Investors trying to enhance their portfolio income in the equity market may be exposing themselves to undesired risks, such as large sector concentrations, or too much overall risk. This strategy seeks to deliver more consistent outcomes by taking a more defensive approach and targeting high-quality, high-dividend paying companies while controlling for undesirable portfolio risks.
Benefits
Seeks Steady Growth through Attractive Risk-Adjusted Returns
High Dividend Yield, Targeting Up to Twice the Benchmark Yield
Cost-Effective Active Management
Who it's for
Investor Seeking a Defensive Portfolio Approach
Diversification across the investment universe designed to add value over full market cycles.
Investors Seeking Equity-Based Portfolio Income
Strategy targets yield of 1.5x – 2.0x the benchmark.
Investors Seeking Cost-Effective Active Management
A systematic approach enables us to target key sources of portfolio outperformance, in a cost‑effective manner.
Quality Dividend Focus Defensive Documents
Literature
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Built in an attempt to strengthen a portfolio’s equity allocation by seeking to deliver more consistent equity returns, targeting 20% to 30% less volatility than the broad market.
Quality U.S. Value
Potential to deliver outperformance at lower volatility than the benchmark through the selection of value companies with a quality tilt toward higher cash flows, profitability and return on capital.
Quality ESG
Designed to outperform by investing in high quality companies that are well positioned to manage their ESG risks and opportunities relative to their industry peers.
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All securities investing and trading activities risk the loss of capital. Each portfolio is subject to substantial risks including market risks, strategy risks, advisor risk, and risks with respect to its investment in other structures. There can be no assurance that any portfolio investment objectives will be achieved, or that any investment will achieve profits or avoid incurring substantial losses. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Risk controls and models do not promise any level of performance or guarantee against loss of principal. Any discussion of risk management is intended to describe NTAM’s efforts to monitor and manage risk but does not imply low risk. This information is general in nature and should not be construed as tax advice. Please consult a tax advisor or professional as to how this information may affect your particular circumstance.
Environmental, Social and Governance (ESG) investing involves certain risks because the methodology of an underlying index selects and assigns weights to securities of issuers for nonfinancial reasons, a strategy may underperform the broader equity market or other strategies that do not utilize ESG criteria when selecting investments. The companies selected by an index provider as demonstrating ESG characteristics may not be the same companies selected by other index providers that use similar ESG screens. In addition, companies selected by an index provider may not exhibit positive or favorable ESG characteristics. Regulatory changes or interpretations regarding the definitions and/or use of ESG criteria could have a material adverse effect on a strategy’s ability to invest in accordance with its investment policies and/or achieve its investment objective.
Not FDIC Insured | May Lose Value | No Bank Guarantee
Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, Northern Trust Asset Management Australia Pty Ltd, and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company.