Performance
Growth of $10,000
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Geographic Allocation (%) As at undefined
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Sector Allocation (%) As at undefined
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NCM Global Income Growth Class
NCM Global Income Growth Class is an equity balanced fund that invests primarily in dividend paying equities and pays a monthly distribution.
This fund takes advantage of the superior risk/reward potential of global dividend-paying companies to achieve growth, yield and stability without sacrificing upside potential.
The fund is managed by a multi-disciplinary team lead by Portfolio Manager Patrick Lau, PEng, CFA, along with Portfolio Managers John Poulter, CFA and Owen Morgan, MBA, CFA.
Patrick Lau, PEng, CFA
Investment Management
My role
Lead manager of the NCM Global Income Growth Class and the Kipling Global Enhanced Dividend Fund.
What I enjoy about work
I enjoy the intellectual challenge of stock picking, meeting all kinds of different companies, and learning about what makes them successful.
How I got here
I started out in engineering and worked in the software industry. While doing my MBA, a few friends got me started with the CFA program, and before I knew it, I joined the fund management industry.
What I do outside of work
I play badminton regularly and am a fan of curling. I also enjoy cooking and am an aspiring baker. On by bucket list is to surpass 300 blood donations and I’m almost there!
Favourite advice
The markets are a voting machine in the short term, but a weighing machine in the long term.
Fund Benefits
Monthly distribution
This fund targets a $0.0564 per share monthly tax-advantaged dividend. It has maintained distributions since 2011 with no return of capital.
Tax-smart
The fund can earn dividends from global companies but classify the distributions to unitholders as Canadian dividends, which are taxed more favorably than regular income.
Proven track record
For over a decade, this fund has produced steady income with solid growth. Investors have been able to draw income without depleting their capital.
Risk Rating
DISCLAIMER
Except where indicated otherwise, F Series data, net of fees, * annualized.
Past performance is no guarantee of future results. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in share value and reinvestment of all dividends and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.