Global Dividend

Overview

The Fund’s objective is to provide income and long-term capital appreciation by investing primarily in equity securities of companies located anywhere in the world that pay, or may be expected to pay, dividends.

Benchmark

100% MSCI World Index

Philosophy and process

  • Own high-quality businesses that can compound intrinsic value for shareholders and grow their dividends over the long-term
  • In-depth fundamental bottom-up analysis
  • Focused research process identifying advantaged areas of the value chain
  • Disciplined businesses with a proven history of delivering dividends to shareholders

Why invest in these strategies?

  • Invests in the dividend-paying equities of companies with the ability or potential to grow and compound their dividend payouts over time.
  • Employs a disciplined, fundamental investment process that seeks to assess a company’s growth potential and valuation by understanding its business model, competitiveness, management team, industry standing, and role in the overall economy.
  • Adheres to a consistent, high-conviction approach to investing that emphasizes risk management.

How to invest?

Portfolio Manager(s)

Dan Rohinton

Vice-President, Portfolio Manager, Global Dividend

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Oliver Shao

Director, Portfolio Manager, Global Dividend

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