Epoch Investment Funds plc - Epoch U.S. Equity Shareholder Yield Fund Class B Institutional header image

Epoch Investment Funds plc - Epoch U.S. Equity Shareholder Yield Fund Class B Institutional

Fund

ISIN IE00BYXQN700 / Valor null

NAV (2025-12-02)
USD 14.53-0.21%

Epoch Investment Funds plc - Epoch U.S. Equity Shareholder Yield Fund Class B Institutional
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The Epoch US Equity Shareholder Yield Fund builds a diversified portfolio of 75 to 120 U.S. companies across different sectors and sizes that exhibit strong and growing free cash flow. It focuses on selecting businesses with consistent dividend growth and effective management that returns value to shareholders through dividends, share buybacks, or reducing debt. By prioritizing companies with stable income and the potential for long-term capital appreciation, the fund aims to deliver attractive total returns while maintaining lower volatility compared to the overall U.S. equity market.

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Tags:
russell 1000 value dividend growth u s equities

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OTHER SHARE CLASSES OF THIS FUND

Epoch Investment Funds plc - Epoch U.S. Equity Shareholder Yield Fund Class A Institutional
Epoch Investment Funds plc - Epoch U.S. Equity Shareholder Yield Fund Class A Institutional Epoch Investment Funds plc - Epoch U.S. Equity Shareholder Yield Fund Class A Institutional
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Annual Return

-50%0%+50%

Risk level

110
-0.21%USD 18.66
Epoch Investment Funds plc - Epoch U.S. Equity Shareholder Yield Fund Class B Institutional Inc
Epoch Investment Funds plc - Epoch U.S. Equity Shareholder Yield Fund Class B Institutional Inc Epoch Investment Funds plc - Epoch U.S. Equity Shareholder Yield Fund Class B Institutional Inc
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Annual Return

-50%0%+50%

Risk level

110
0.16%GBP 12.48