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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. 

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.

Performance

Strategy  YTD  1 Year* 2 Year* 3 Year* 5 Year* SI
M&P Global Dividend Growth
January 2008
3.95% 20.26%

20.97%

10.10% 12.46% 5.04%
Benchmark
45% ACWI ex US, 35% S&P 500, 20% S&P/TSX
1.84% 13.05% 16.31% 8.13% 13.23% 7.06%

Ending February 28, 2018  *Annualized Performance       Source: CIBC Mellon       
Gross of Fees and Expenses   


ASSET ALLOCATION

SECTOR

 


TOP 10 HOLDINGS

  1. ASML Holding (Netherlands)   
  2. Alibaba Group Holding (China)
  3. Cisco Systems (US)
  4. Express Scripts Holding (US)
  5. Vesta Wind Systems A/S (Denmark)
  1. Tenaris SA (ADR)
  2. Berkshire Hathaway Inc.
  3. Industrial & Commercial Bank of China (China)
  4. Daimler AG (Germany)
  5. Renault (France)

Data as of February, 2018

PORTFOLIO INFORMATION

Yield: 2.5%
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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