Equity Building Block — Global Quality Dividend
Equity Building BlockEquity Building Blocks100% Equity · Active implementation · Last reviewed 2026-05-11
AI insights
Generate a briefing on positioning, performance, and risk for Equity Building Block — Global Quality Dividend.
Track record
Cumulative return · simulated
Jul 2026 Model -9.0% · Benchmark -11.0%
Past performance is not indicative of future results. Figures are simulated for prototype purposes.
Returns vs benchmark
Total return · Broad Equity Market Index
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.3% | +0.3% | +0.0% |
| 3M | +3.0% | +2.6% | +0.4% |
| YTD | +3.5% | +2.7% | +0.8% |
| 1Y | +3.3% | +2.4% | +0.8% |
| 3Y | +3.2% | +2.9% | +0.3% |
| 5Y | -1.9% | -2.3% | +0.4% |
| Since inception | +3.1% | +2.6% | +0.5% |
Periods longer than one year are annualized.
About this model
Mandate, construction rules, and review policy
- Objective
- Seeks to complete or complement a core allocation with a focused, high-conviction equity sleeve.
- Purpose
- Completion sleeve
- Characteristics
- Active implementationTaxable fixed income coreGlobal Quality Dividend risk postureQuarterly rebalance review
- Inception
- 2015-02-01
- Net expense
- 0.28%
- Estimated yield
- 1.10%
- Turnover
- 33.0%
Asset class allocation
Across all sleeves · 5 holdings
- Equity100.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Factsheet — Equity Building Block — Global Quality Dividend
Factsheet · 2026-06-03
Trade Update — Equity Building Block — Global Quality Dividend
Trade Update · 2026-05-02
Model Viewpoint — Equity Building Block — Global Quality Dividend
Model Viewpoint · 2026-04-01