Creating Higher Income For Life
Broxton Funds are designed to create higher return for their category. Smart Yield offers a strategy that works in low interest rate environments for investors who want low volatility. The Broxton BDC Income Fund offers a high yielding dependable income stream. ​​​​​​​​​​​​​​​​​​​​​
Smart Yield is a customized income oriented strategy managed by Broxton Capital. Broxton has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ Smart Yield accounts.​​​
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​​​​​​​​​​​​The Broxton BDC Income Fund offers an excellent way to access diversified loan portfolios through an index. The index has outperformed most income Funds over the last 10 years, and we expect this to continue.
​As shown below: Over time, the compounding rate is the most important variable for an income portfolio or allocation. The difference can be hundreds of thousands of dollars in withdrawals or additional savings. The difference between 5% and 8% for a $1 million account is $503,000 over 10 years. The objective of Smart Yield is to increase the interest rate or compounding rate.
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