Description

This fund aims to deliver consistent capital growth over the long term and distribute income to shareholders each month. It invests in a carefully chosen portfolio of high-quality, dividend-paying stocks traded on North American exchanges. The investment approach is systematic and rules-based, identifying companies with attractive dividend yields and strong prospects for expanding both their operations and their dividend payouts. Rigorous quality and financial risk assessments are applied to minimize downside risk. The portfolio maintains broad diversification across industry sectors, ensuring no single sector accounts for more than 20% of the fund's assets. To achieve its objectives, the fund may utilize derivatives and can engage in short selling or securities lending to generate additional revenue. Holdings are re-evaluated and adjusted on a quarterly basis.