Fund description
A portfolio that focuses on global equity securities of companies that have potential for dividend income and dividend growth in an effort to provide an attractive total return comprised of dividends and long-term capital appreciation.
The Fund is actively managed and is not managed in reference to a benchmark. Investors invest in shares of the Fund. The Fund is suitable for long-term investors that are prepared to accept a moderate to high level of volatility. Please see the Key Investor Information Document(s) for more information.
Investment process
- Dividend focus: Bottom-up fundamental analysis to identify high-quality companies that are well positioned to grow their dividend over time
- Total return target: Focus on companies with strong business fundamentals and attractive valuations fundamentally positioned for total return
- Risk and reward balance: Portfolio designed to balance dividend growth, beta and dividend yield while allocating across countries and sectors