The Balanced Equity Income Fund (CHBE) was launched in 2000 to provide Church House private clients with an income stream from a low volatility portfolio comprising higher yielding UK equities and some alternative assets.
Why invest in this Fund?
◆ The Fund has a particular focus on ‘quality’ companies defined as:
– Balance sheet strength
– Stability of cash flow returns
– Ability to pay and grow dividends in the future
◆ CHBE is a focused portfolio at the stock level
– approximately 50 holdings
◆ The Fund is also focused at the sector level with a tendency to overweight Pharmaceutical & Healthcare and Property, and underweight Oil Production & Services.