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Canadian Dividend Growth Strategy CONTACT US

  • Concentrated portfolio of up to 35 companies
  • Only own dividend paying businesses
  • Quarterly tax-efficient income

Investment Objective

The Canadian Dividend Growth Strategy invests in a focused portfolio of Canadian companies in order to deliver long-term capital appreciation for investors. The strategy will invest primarily in dividend paying companies. 

Strategy

The strategy will be to actively manage a concentrated portfolio of no more than 35 holdings, comprised of small, medium, and large cap Canadian companies, all of which are dividend paying stocks. The risks associated with pursuing the portfolio objectives will be mitigated through sector diversification and limitations on position size within the portfolio.

Performance

Strategy  YTD  1 Year* 2 Year* 3 Year* SI
M&P Canadian Dividend Growth
October 2014
9.65% 9.65% 13.96% 7.30% 5.38%
Benchmark
100% S&P/TSX Composite Total Return
9.10% 9.10% 14.93% 6.59% 5.59%

Ending December 31, 2017       *Annualized Performance       Source: CIBC Mellon       
Gross of Fees and Expenses   


ASSET ALLOCATION

SECTOR

 


TOP 10 HOLDINGS

  1. Toronto Dominion Bank
  2. Vermilion Energy
  3. ARC Resources 
  4. Bank of Montreal
  5. Bank of Nova Scotia
  1. iShares S&P/TSX 60 Index
  2. Power Financial     
  3. Intact Financial   
  4. Equitable Group
  5. CI International

Data as of December, 2017

PORTFOLIO INFORMATION

Yield: 3.1%
Distribution: Quarterly
Legal Structure: Open-end investment fund
Unit Pricing: CDN $
Auditor: KPMG
Trustee: CIBC Mellon Trust company
Legal: Borden Ladner Gervais LLP

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