Verus Dividend Growth

Purpose

The Verus Dividend Growth Portfolio has been designed by for private clients to invest in mostly large-cap, publicly traded Canadian dividend-paying common stocks and REIT’s.

Investment Objectives
  1. Provide investors with consistent, long-term positive returns while maintaining a reasonable level of risk by investing in a diversified portfolio of high-quality, chiefly large capitalization Canadian dividend-paying equities and REIT’s, selected from our Verus Universe of companies.

  2. Protect capital during market downturns by increasing cash up to a maximum level of 30% of the value of the Portfolio, by investing in a fixed income securities up to 30% of the value of the Portfolio, and by owning more defensive equities with higher cash yields.

  3. Maintain the cash yield of the portfolio in the 2.5% – 5% range.

Performance as of September 30th, 2019

Portfolio Growth of $100,000 Investment

1 Yr

3 Yr

5 Yr

10 Yr

Inception

Portfolio

4.83%

1.80%

5.06%

8.36%

9.06%

Benchmark

7.93%

7.73%

5.69%

6.52%

5.39%

TSX60 Total Return

8.39%

8.43%

6.13%

7.02%

5.55%

Annualized Performance (%)

Trailing-Period Performance (%)

For more information contact us at verusfinanical@nbc.ca