This smallcase is designed for patient investors who are looking for a portfolio that pays out higher yields with a time horizon of more than 5 years.

The portfolio is composed primarily of REITs and also has an allocation to high dividend stocks.

For REITs, we ascribe higher weights to more attractive real estate micro-markets which can deliver growth through capital appreciation and that offer a higher yield through dividends and interest income.

For Equities, we like to identify companies that give us peace of mind and that we are comfortable holding for many years. The key to identifying such stocks is to look for companies that have:

• Strong corporate governance
• Proven track record
• Sustainable competitive advantages
• Strong leadership position in their specific market segment
• Superior returns on invested capital, and
• High Dividend Yields