Enhanced Income

The strategy employs a top-down macroeconomic approach to determine an intermediate term tactical asset allocation in order to manage risk and income. The team then uses a bottom-up, fundamentally driven approach to portfolio construction utilizing both traditional and non-traditional sources of income. This actively managed strategy seeks to provide a higher yield than the Barclays Capital U.S. Aggregate Bond Index, the Blended Benchmark of 50% Russell 1000 / 50% Barclays Capital U.S. Aggregate, and the Russell 1000 Index. The strategy holdings are diversified amongst Income Oriented Equities, Preferred Stocks, REITs, MLPs, Emerging Markets Debt, High Yield Bonds, Bank Loans, Investment Grade Bonds, and other income generating securities. To achieve proper diversification, the strategy may employ mutual funds, ETFs, and other commingled products in order to represent part or all of one of the aforementioned asset classes.

  • Lawrence M. Fields

  • Heather J. Perlmutter, Portfolio Manager

  • Joseph S. Piropato, Portfolio Manager

  • Michael T. Meltzer

  • John Petrides

Mutual Funds

You are about to leave the Private Wealth Management section of the website. The link you have accessed is provided for informational purposes only and should not be considered a solicitation to become a shareholder of or invest in the Tocqueville Trust Mutual Funds. Please consider the investment objectives, risks, and charges and expenses of any Mutual Fund carefully before investing. The prospectus contains this and other information about the Funds. You may obtain a free prospectus by downloading a copy from the Mutual Fund section of the website, by contacting an authorized broker/dealer, or by calling 1-800-697-3863.Please read the prospectus carefully before you invest. By accepting you will be leaving the Private Wealth Management section of the website.