The Sequoia Focused Yield Portfolio is designed to offer investors the potential for higher yield and lower volatility relative to the S&P/ASX 200 Index.
This is achieved by using a quantitative analysis to ensure an optimum mix of high yielding securities whilst minimizing volatility. The investment team also applies Qualitative techniques to ensure geographic and sector diversification is met.
The Sequoia Focused Yield Portfolio has been built for investors who want regular income through distributions and want less fluctuations in the value of their assets relative to an all equities-based strategy.
Investment Overview
For further information on this model portfolio and to receive the full list of current holdings you can download the report below.
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