Fund description
The Fund invests in mid- to large- capitalization global equities and seeks total return from long-term investment in dividend-paying companies with a broad range of yields, including those initiating dividends.
Investment process
- Bottom-up fundamental analysis to identify high-quality companies that are well positioned to grow their dividend over time
- Focus on companies with strong business fundamentals and attractive valuations fundamentally positioned for total return
- Portfolio designed to balance dividend growth, beta and dividend yield while allocating across countries and sectors
We couldn’t find what you are looking for, try again.
Past performance is not a reliable guide to future performance. Fund returns include the reinvestment of dividends, interest, and other earnings and the deduction of Fund operating expenses and management fees. Returns do not reflect the deduction of taxes and/or redemption fees.
View Legal
An investment in the Fund is subject, among other risks, to market risk or the risk that stocks in the portfolio will decline in response to such factors as adverse company news or industry developments or a general economic decline. Dividends are not guaranteed. Securities investments in certain markets present additional risks, including currency fluctuation, political and economic instability, lack of liquidity, and differing legal and accounting standards. These risks are magnified in emerging markets. Stocks of small- and mid-cap companies often experience sharper fluctuations than stocks of large-cap companies. The potential use of derivatives involves a high degree of financial risk, including the risk that the loss on a derivative may be greater than the principal amount invested. There is no guarantee that the Fund will meet its investment objective. Past performance is not a reliable guide to future performance.