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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. The objective of the strategy is to manage portfolio risk while achieving above average long-term returns through capital growth and dividend income.

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.


ASSET ALLOCATION

SECTOR

 


TOP 10 HOLDINGS

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

Data as of June, 2017

PORTFOLIO INFORMATION

Yield: 3.0%
Distribution: Quarterly
Legal Structure: Open-end investment fund
Unit Pricing: CDN $
Auditor: KPMG
Trustee: CIBC Mellon Trust company
Legal: Borden Ladner Gervais LLP

Disclaimer: McLean & Partners provides independent research and advice to its clients on a fee for service basis. The company is not engaged in any investment banking, underwriting, consulting or financial services activities on behalf of any companies. McLean & Partners’ research reports are for the sole purpose of managing client portfolios on a managed and non-managed basis. The opinions expressed herein are those of the author and do not necessarily represent those of McLean & Partners Wealth Management Ltd. The information contained in this report has been obtained from sources believed to be reliable, however, we cannot represent that it is accurate or complete. McLean & Partners Wealth Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.


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