U.S. Dividend Growth Strategy CONTACT US
- Concentrated portfolio of up to 40 companies
- Helps with estate planning purposes
- Quarterly income
The U.S. Dividend Growth Strategy invests in a focused portfolio of U.S. 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 40 holdings, comprised of small, medium, and large cap U.S. companies, most of which will be 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. The benefits of investing in this strategy versus direct U.S. stock ownership is that it greatly simplifies U.S. reporting requirements and eliminates U.S. estate tax exposure.
|Strategy||YTD||1 Year*||2 Year*||3 Year*||SI|
|M&P US Dividend Growth
100% S&P 500 Total Return CAD
Ending December 31, 2017 *Annualized Performance Source: CIBC Mellon
TOP 10 HOLDINGS
- Berkshire Hathaway
- Alphabet Inc.
- Cisco Systems
- Express Scripts
- Omnicom Group
- Wells Fargo & Co.
- Altaba Inc.
Data as of December, 2017
Legal Structure: Open-end investment fund
Unit Pricing: CDN $ / USD $
Trustee: CIBC Mellon Trust company
Legal: Borden Ladner Gervais LLP