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Global Dividend Growth Strategy CONTACT US

  • Invests in the best opportunities globally
  • Focused in a maximum of 65 companies
  • Quarterly income

Investment Objective

The Global Dividend Growth Strategy invests in a diversified portfolio of Canadian, U.S., and International equities in order to deliver long-term capital appreciation for investors. 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 65 holdings, comprised of companies in Canada, the U.S., and Internationally. In adherence to our investment process, the geographic weights in the portfolio will vary dynamically based on where we find the most attractive opportunities. 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.  ASML Holding (Netherlands)   
  2.  Cisco Systems (U.S.)  
  3.  Alibaba Group (China)
  4.  Daimler AG (Germany)
  5.  Samsung Electronics (South Korea)
  1.  Vermillion Energy (Canada)
  2.  CI Financial (Canada)
  3.  Louis Vuitton (France)
  4.  Renault (France)  
  5.  McKesson Corp (U.S.)

Data as of September, 2017

PORTFOLIO INFORMATION

Yield: 2.3%
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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