Diversifying investor portfolios to balance income, total return and after-tax outcomes

 

Retirement and superannuation needs, and a backdrop of low interest rates, allow for lower risk, alternative funds that provide regular income and secure returns.

Our founding belief in 2005 was that we could do something very useful for Australian investors, many of whom were taking too much risk in search of either higher income, or higher returns. Often their investment risk was hard to identify.

After a global crisis and industry consolidation, the market-place now hosts a simpler and well-researched array of funds. For some investors, however, the core need remains: how to safely build a portfolio that delivers our income requirements at an acceptable level of risk?

Denning Pryce addresses that need.

For others, safely focusing on total return, income itself is a secondary need. Stock market valuations are seen as high, a portfolio appears concentrated. A market reversal would threaten longer-term investment plans.

In fact, global demographics mean that there is a massive need for secure retirement solutions in most developed nations. The backdrop of low interest rates has opened up opportunities for lower risk, alternative funds that provide industry-leading transparency.

With a global total return fund available, our Denning Pryce funds fit well in a balanced portfolio to balance risk and income – and reduce overall portfolio volatility.

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Building on a consistent track record

 

Since 2006 our Australian shares and options fund for wholesale investors, Denning Pryce Equity Income Fund, has earned dividends, trading gains, franking credits, and option premiums. This fund is available to direct investors (minimum: $200,000)

For five years our international team has built out a low volatility, income-generating solution.  Denning Pryce Global Income Fund is a low risk solution for pension phase and superannuation investors.

The global fund applies our total return investment process, adjusting strategy to market conditions.

 

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