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Income
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The Search for Income Continues

Income-Puzzle-300x166

 

"A prolonged era of low returns could leave government [...] facing rising demand for social services and even income support at a time when public finances are already under pressure."

 

 

McKinsey & Company study, May 2016

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Where to Find Income?

Investors need to find new sources of income by broadening their investment universe, looking beyond traditional allocations to explore a variety of solutions in equity and multi-asset.

2. This target income can be exceeded or undershot and should not be construed as an assurance of guarantee.

Income-Oriented Solutions

First Eagle Amundi Income builder

A multi-asset and core long-term wealth solution aiming to deliver a quarterly coupon of 1.25% for distribution share classes2.
The fund aims capital growth and regular income to protect future income against inflation

Pioneer Funds - Global Multi-Asset Target Income

Global Multi-Asset Target Income
An innovative multi-asset solution aiming to deliver a target distribution 2017 of 5%1. It looks for a sustainable income higher than traditional bonds, with a lower volatility than equity markets, enhanced through option writing. 

Pioneer Funds - European Equity Target Income

Pioneer Funds European Equity Target Income_ Rollerblade
An equity solution which aims to combine a target distribution 2017 of 6.75%1 and equity market participation investing in a diversified basket of high-yielding European equities enhanced through option writing. 

Pioneer Funds - Global Equity Target Income

Global Equity Target Income
A global equity portfolio investing in a global universe to increase opportunities for income potential and diversification. 

1This target income can be exceeded or undershot and should not be construed as an assurance or guarantee. Distribution dates are set on an annual basis and will be paid pursuant to the frequency of the unit class. The term Distribution refers to the income paid in any particular year. Treatment for tax purposes may vary depending on the jurisdiction. Please consult your tax adviser in order to understand any applicable tax consequences. Income target and distribution is gross of fees.
*Source: Pioneer Investments as at 30 December 2016: Forecast for full-year 2017. The portfolio’s target return is adjusted annually. The income earned is distributed quarterly or semi-annually. Please note that the actually achieved value may deviate significantly from the forecast (also to the downside), especially in periods of pronounced market fluctuations. This target income can be exceeded or undershot and should not be construed as an assurance or guarantee.

2The payment of a dividend following a predetermined frequency and percentage of the net asset value (“Fixed Dividend”) may result to have the dividend composed of capital attributable to the Shares, whose amount will be driven by the amount of existing investment incomes and capital gains. Fixed Dividend will seek to pay out a dividend regardless of the performance of the Shares. As a result, the net asset value of such Shares may fluctuate more than the other Classes of Shares for which it is generally not intended by the Board of Directors to distribute capital, and the potential for future appreciation of such net asset value of such Shares may be eroded.

Why Choose Us for Income Solutions?

Pioneer Investments Edge in Income Investing

  • Strategies encompassing income from dividends and premiums from active option management
  • Regular distributions with explicit targets set each year
  • Funds in our Target Income range have met or exceeded their income targets since inception*

 

 

First Eagle's Edge in Income Investing

  • Differentiated approach built on 3 pillars: margin of safety, diversification and gold-related securities
  • Rather than chasing yield, focus on margin of safety to minimize risk of capital loss
  • Fully aligned investment manager: the investment team, employees and founding family have material personal investments in the firm's strategies

 

*Note: For more information about the Pioneer Funds' income targets, please see the factsheets for each fund.

Pioneer Investments Edge in Income Investing

  • Strategies encompassing income from dividends and premiums from active option management
  • Regular distributions with explicit targets set each year
  • Funds in our Target Income range have met or exceeded their income targets since inception*
 
First Eagle's Edge in Income Investing
  • Differentiated approach built on 3 pillars: margin of safety, diversification and gold-related securities
  • Rather than chasing yields, focus on margin of safety to minimize risk of capital loss.
  • Fully aligned investment manager: the investment team, employeer and founding family have material personal investments in the firm's strategies
 
*Note: For more information about the income targets, please see the factsheets for each fund.