Loading...

U.S. Dividend Growth Strategy CONTACT US

  • Concentrated portfolio of up to 40 companies
  • Helps with estate planning purposes 
  • Quarterly income

Investment Objective

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. 

Strategy

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.

Performance

Strategy  YTD  1 Year* 2 Year* 3 Year* SI
M&P US Dividend Growth
October 2014
11.12% 11.12% 9.40% 13.81% 15.61%
Benchmark
100% S&P 500 Total Return CAD
13.15% 13.15% 10.23% 13.65% 15.43%

Ending December 31, 2017       *Annualized Performance       Source: CIBC Mellon       
Gross of Fees and Expenses   


ASSET ALLOCATION

SECTOR

 


TOP 10 HOLDINGS

  1. Berkshire Hathaway   
  2. Alphabet Inc. 
  3. Cisco Systems
  4. Mastercard    
  5. AT&T
  1. Express Scripts
  2. ExxonMobil   
  3. Omnicom Group
  4. Wells Fargo & Co.
  5. Altaba Inc.

Data as of December, 2017

PORTFOLIO INFORMATION

Yield: 1.4%
Distribution: Quarterly
Legal Structure: Open-end investment fund
Unit Pricing: CDN $ / USD $
Auditor: KPMG
Trustee: CIBC Mellon Trust company
Legal: Borden Ladner Gervais LLP

To Read the Full Disclaimer, Click Here.


CONNECT WITH US

AT MCLEAN & PARTNERS, WE'RE INVESTED IN YOUR FUTURE.

We're here to act as a sounding board for you on whatever you may need. Whatever your question is, we will ensure we find the right answer for you. Contact us to speak to one of our advisors, sign up to receive exclusive insights, or attend a future event.