Key stats
About HAMILTON CHAMPIONS U S DIVIDEND IND UNITS HEDGED CAD
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Inception date
Jan 27, 2025
Structure
Canadian Mutual Fund Trust (ON)
Tax on distributions
Qualified dividends
Primary advisor
Hamilton Capital Partners, Inc.
The fund tracks an index of US companies with a strong history of dividend growth. The objective is to provide a diversified, stable, and income-focused investment strategy within the US equity market. It gains exposure by directly holding index constituents or, when necessary, through other funds. The selection process follows a rules-based methodology, screening stocks based on dividend growth history, free-float market capitalization, and trading liquidity. Companies must have consistently increased dividends for a minimum number of years to be eligible. The portfolio is equal-weighted and rebalanced quarterly.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
Dividends
Dividend payout history