Europe Equity Income

by
Leo Wealth
Large cap European equity portfolio that offers above-average dividend income and defensive characteristics.

Strategy Description

In a European investment landscape that features scarcity of income yield in public equities, Europe Equity Income aims to generate sustainable and above-average dividend income streams via investments in high quality European companies. 

The portfolio is composed of large-cap defensive equities with a heavy tilt towards defensive sectors such as Healthcare and Communication Services. As such, Europe Equity Income features lower sensitivity (low beta) to the broad global equity indices and its low volatility profile enables strong downside protection. 

Portfolio construction is based on quantitative scoring of our European equity universe with a focus on Value, Quality, Safety, Payout, Technical and Sentiment metrics, as well as ESG traits. In particular, the Quality and Safety metrics ensure that stock selection is geared towards low-risk companies that exhibit high levels of profitability and low financial leverage.

This strategy can also be accessed in a Global ExposureHong Kong ExposureU.S. ExposureJapan Exposure and a UK Exposure.

Portfolio Performance

2023YTD
Portfolio (%)16.549.82
Annualized ReturnStandard DeviationDividend Yield
Portfolio13.37%10.35%5.3%

Allocation Breakdown

Asset Class


Equity99.5%
Fixed Income0
Commodities0
Cash0.5%

Geo


France23.98%
Germany6.92%
United Kingdom20.58%
Switzerland20.65%
Spain6.86%
Italy6.88%
Other14.13%

Sector


Financials 17.24%
Industrials6.84%
Consumer Discretionary
Real Estate
Consumer Staples 13.51%
Materials 6.73%
Healthcare13.76%
Utilities6.8%
Technology
Energy10.45%
Communications24.17%

Top Holdings

Asset ClassWeight (%)
1. Aker BP ASA3.55%
2. BT Group PLC3.52%
3. Holcim AG3.50%
4. TotalEnergies SE3.48%
5. Telefonica SA3.48%
6. Zurich Insurance Group AG3.48%
7. Vodafone Group PLC3.48%
8. GSK PLC3.47%
9. Swisscom AG3.47%
10. Deutsche Telekom AG3.47%

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