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About DYNAMIC ACTIVE CANADIAN DIVIDEND UNITS
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Inception date
Jan 20, 2017
Structure
Canadian Mutual Fund Trust (ON)
Replication method
Physical
Distributes
Capital Gains
Tax on distributions
Eligible dividends
Primary advisor
1832 Asset Management LP
The fund obtains its exposure by investing in a mutual fund with the same name. The underlying is a diversified portfolio of Canadian-based companies that pay or expected to pay a dividend or distribution. Individual stocks are selected based on a bottom-up investment approach that considers fundamental research for growth and value potential. A companys free cash flow, price to earnings, improving balance sheet and low debt are just a few of the factors considered. The portfolio managers have the flexibility to invest a significant amount of assets in foreign securities as well. Derivatives may also be used to hedge, gain exposure, or generate additional income.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Stocks97.88%
Finance37.46%
Industrial Services9.87%
Non-Energy Minerals7.56%
Transportation6.79%
Health Technology5.36%
Technology Services4.54%
Consumer Services4.20%
Commercial Services3.54%
Communications3.48%
Retail Trade3.26%
Miscellaneous2.64%
Energy Minerals2.18%
Utilities2.13%
Distribution Services1.72%
Electronic Technology1.28%
Consumer Non-Durables1.00%
Producer Manufacturing0.86%
Bonds, Cash & Other2.12%
Cash2.12%
Stock breakdown by region
North America95.87%
Europe4.13%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history