IA Clarington U.S. Dividend Growth Fund

Fund Code(s)
Distributions
MER
as at
Management Fee
Reduced MER (est.)
Risk
Low Medium High
Inception Date
Total value

Investment Goal

The Fund will invest primarily in U.S. equity securities that the portfolio advisor believes will provide long-term capital appreciation and total return with a focus on dividend growth.  The Fund will, commencing on or after January 3, 2013, employ a covered call strategy to enhance income, generally targeting one-third of the portfolio.
Key Reasons to Invest
  • Greater diversification in sectors underrepresented in Canada.
  • Active management at the sector and stock level, based on rigorous economic analysis.
  • Enhanced yield potential and downside risk mitigation through a covered call strategy.

Portfolio Managers


Annual Rates of Return - %
Performance - %
YTD 1mo 3mo 1yr 3yr 5yr 10yr Since Inception
Rate of Return
Average Annual Total Returns %
Performance %
Distributions

Distribution frequency:

Category
Income
Dividends
Capital Gains
Return of Capital
Total Distribution
Key Documents
Support Material
    Regulatory Documents
      Financial Documents

        Average Term (Days)
        Current Yield
        Top 10 Holdings

        Top 10 Long Holdings
        Top 10 Short Holdings
        Overall exposure
        Geographic Allocation
        Asset Mix
        Asset Allocation
        Commentaries
        Key Documents