Description

This fund aims to deliver long-term capital growth and consistent monthly income to its investors. It achieves this by investing in a carefully curated portfolio of high-quality, dividend-paying stocks listed on North American exchanges. The investment process follows a systematic, rules-based approach, designed to identify companies with compelling dividend yields and strong prospects for future business expansion and dividend increases. Rigorous quality and financial risk assessments are integral to this strategy, helping to mitigate potential downsides. The fund maintains broad diversification across industries, ensuring no single sector accounts for more than 20% of its net asset value. To further enhance its objectives, the fund may utilize derivatives and can engage in short selling or securities lending for additional revenue generation. Portfolio adjustments, including rebalancing and reconstitution, occur on a quarterly basis.