Canadian Dividend Growth Strategy CONTACT US
- Concentrated portfolio of up to 35 companies
- Only own dividend paying businesses
- Quarterly tax-efficient income
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 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.
|Strategy||YTD||1 Year*||2 Year*||3 Year*||SI|
|M&P Canadian Dividend Growth
100% S&P/TSX Composite Total Return
Ending February 28, 2018 *Annualized Performance Source: CIBC Mellon
TOP 10 HOLDINGS
- Toronto Dominion Bank
- Bank of Nova Scotia
- Bank of Montreal
- Vermilion Energy
- ARC Resources
- Equitable Group Inc.
- Power Financial Corp.
- Nutrien LTD
- Intact Financial
- Empire LTD
Data as of February, 2018
Legal Structure: Open-end investment fund
Unit Pricing: CDN $
Trustee: CIBC Mellon Trust company
Legal: Borden Ladner Gervais LLP