The Trust seeks above-average total return through a combination of capital appreciation and dividend income.
Under normal circumstances, the Trust will invest at least 80% of its assets in dividend-paying securities.
Investing in dividend-paying stocks is a time-tested strategy for investors seeking income. Dividends have traditionally been one of the few constants in the world of investing, helping to buffer volatility in both good and bad markets and history has shown that, over the long term, dividends provide a key component of total return. As interest rates remain low, investors are turning their attention to dividend paying stocks.
The Trust provides a convenient way to invest in a broad range of companies that we believe have shown a solid history of distributing dividends to shareholders.