Canadian and US Dividend Growth Guided Portfolios
Investment Objective:
To manage a concentrated dividend-focused portfolio that is comprised of large cap Canadian and US securities that aim to pay regular and growing dividends.
Investment Strategy:
The portfolio manager will focus on fundamental security screening to identify stocks which offer good valuation, strong balance sheet and excellent management.
The structure of the portfolio will reflect the quality of the individual securities based upon the overall view of the companies’ management strength as well as the outlook.
The target portfolio turnover is expected to be low.
Why Dividend Growth?
Why now?
Industrial Alliance Investment Management Inc. (iAIM)
iAIM is a 100% owned subsidiary of iA Financial Group focused entirely on asset management.
iAIM Guided Portfolios – Top 5 Holdings
(As of April 30th, 2018)
iAIM Guided Portfolios – Historical Performance
iAIM Guided Portfolios were created in July 2017 for the benefit of HollisWealth
Since inception returns: as of March 31st, 2018 (8 Months)
Disclaimer: The information presented in this document was prepared by Industrial Alliance Investment Management Inc. This document was provided for informational purposes only and is not intended to provide investment, legal, accounting, tax or financial advice related to investments or other nor should it be used as a basis for such advice. Industrial Alliance Investment Management Inc. is not liable for any errors or omissions. The information contained in this document is not and should not be considered as a guarantee or forecast of future returns.