High Dividend Low Volatility

Approach

The Voya High Dividend Low Volatility strategy seeks to maximize total returns and maintain lower volatility relative to the overall market. In an effort to achieve its mandate, the strategy relies on three distinct sources of excess returns – low beta, high dividend yield, and alpha model – each which have demonstrated outperformance with different risk/return profiles. We believe our focus on three distinct sources helps deliver downside protection without sacrificing the potential for attractive upside returns. As such, our multi-dimensional approach results in more than one way to win across different market environments.

Key Benefits

Fundamentally Informed Global Multi-Factor Models

Our long-standing proprietary models combine fundamental insights with quantitative capabilities which cannot be replicated by a pure quant manager
Ensures factors for each sector not only test well but make economic sense
Provides low-cost access to fundamental alpha sources

Seeks Downside Protection and Strong Upside Capture

Our balanced approach considers all market environments

Low beta may reduce downside risk when markets are down but lags in up-markets
High dividend yield has the potential to perform well in both up- and down-markets
Alpha model seeks to generate excess returns in up markets

Diversified Exposures

Avoids overcrowding by targeting lower volatility at the portfolio level – not the stock level
Sector-neutral approach mitigates concentrated exposures to defensive "bond proxy" sectors, thus making it less vulnerable to rising interest rates

Performance

Performance data for this strategy is not available at this time.

Past performance does not guarantee future results.

Periods greater than one year are annualized. Performance data is considered final unless indicated as preliminary. Monthly performance is based on full GIPS Composite returns. Access the GIPS page for full composite details.

The Composite performance information represents the investment results of a group of fully discretionary accounts managed with the investment objective of outperforming the benchmark. Information is subject to change at any time. Gross returns are presented after all transaction costs, but before management fees. Returns include the reinvestment of income. Net performance is shown after the deduction of a model management fee equal to the highest fee charged.