Capital preservationIncomeGrowth

What is an income generation approach?

Income generation focuses on building a portfolio of investments that aim to pay a monthly income. Selecting dividend stocks and bonds that increase faster than the rate of inflation, can potentially provide investors with regular income, which can help pay for everyday commodities including household bills, food expenses, healthcare, tuition, and holidays. We believe, however, that it is important to combine this with a capital growth strategy, which aims to build capital over the long-term.

Who can benefit from the income generation approach?

Income generation strategies can be suited to retirees who are looking to supplement their pension fund, or invest it further, in order to continue living comfortably from monthly dividend stocks. The benefit of capital growth vs value investing, for retirees, is that this option does not rely on longer-term strategies to gain value.

AXA Investment Managers’ approach to income generation

We aim to provide an unconstrained, global, multi-asset approach, which allows us to take advantage of multiple income investment opportunities. We are committed to helping you make the best investments for income generation with robust solutions, risk monitoring and flexible asset allocation.  

This page is for informational purposes only and does not constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services and should not be considered as a solicitation or as investment, legal or tax advice. The strategies discussed herein may not be available in all jurisdictions and/or to certain types of investors. Opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. No guarantee, warranty, or representation is given as to the accuracy or completeness of this material. Reliance upon information in this material is at the sole discretion of the reader. This material does not contain sufficient information to support an investment decision.