The fund’s investment objective is to ensure long-term capital growth and generate high dividend income.
INVESTMENT STYLE AND STRATEGY
- Portfolio consisting mainly of preferred shares of well-known Canadian companies.
- Low correlation of preferred equities with equity markets.
- Low volatility.
- Tax-efficient distributions1 .
- Bottom-up stock selection process, Growth at Reasonable Price (GARP) approach. Value added through security selection. Active trading around the core positions.