Multi-Asset Income Strategy

Seeks a higher, consistent yield

Since the inception of the strategy, Windham Multi-Asset Income has delivered a higher, consistent yield than global government bonds and global equities.*

 

Trailing 12-Month Yield

11/1/2010 – 9/30/2018

Source: Internal Portfolio Management System. Data as of 30 Sept. 2018. The above chart shows the trailing 12-month yield of the Windham Multi-Asset Income Portfolio compared to the iShares Global Government Bond UCITS ETF (“Global Government Bonds”) and the iShares MSCI ACWI ETF (“Global Equities”). The Windham Multi-Asset Income trailing 12-month yield is calculated using the portfolio’s target holdings at each month end date. IGLO and ACWI yield data are sourced from Morningstar.

Provides an unconstrained income solution

Windham searches all over the globe for the top income generating securities across traditional and non-traditional income sources. Understanding the market environment and how it changes plays a major role in how we select securities and position our portfolio.

Traditional Income Asset Classes

  • Cash
  • US Treasuries
  • Core Bonds and High Yield Bonds
  • US Equities
  • Global Equities
  • Investment Grade Bonds
  • High Dividend Equities

Non-Traditional Income Asset Classes

  • Global and US REITs
  • Emerging Market Debt
  • Bank Loans
  • Global Infrastructure
  • Master Limited Partnerships
  • Preferred Stock
  • Convertible Bonds
  • Australian Equities

Adapts to changing markets

As the market environment changes, the balance between yield and risk can fluctuate. The Multi-Asset Income strategy dynamically adjusts its allocation in an effort to deliver a high consistent yield.

 

Multi-Asset Income

Asset Allocation Over Time

11/1/2010 – 9/30/2018

Source: Windham Multi-Asset Income Composite. Above chart shows monthly asset allocation of the Windham Multi-Asset Income Composite through 30 Sept. 2018.

Fact Sheet
Multi-Asset Income Commentary
Our Strategies