Broxton has proven that a mathematically constructed multi asset income fund outperforms investment grade funds. The objective of the Smart Yield is to return 8% annually through a low volatility diversified income portfolio as an alternative to investment grade and single asset income funds that are not diversified.

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• Projected low correlation to single asset income funds and equity indexes

• Designed to achieve income with lower risk

• Broxton Managers have over 50 years of combined experience Process

• Managers select securities in multiple asset classes and industry sectors based on proprietary algorithms and tech​​​​​​​​​​​​​​​​​​​​​

 

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FACT SHEET

 

BROCHURE

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​​​​​​​​​​​​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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