ee

Preferred Shares

The Preferred Share strategy consists of a portfolio of securities linked to high-quality issuers. Preferred shares generally offer their holders two advantages: a right to fixed dividends that have priority over common shares in the issuing company, and a declared per-share value if the company liquidates. 

Optimum Asset Management has designed this tax-efficient strategy to create higher returns and allow its private wealth management clients’ portfolios to benefit from interest rate hikes.

Strategy Highlights

  • Optimum strategy created in 2018
  • Management team with over 15 years of experience
  • Generates tax-efficient dividends
  • Diversification solution for a portfolio, compared to traditional share categories

Documentation

 

For further information, contact your Optimum representative.