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 March 31st, 2020

Portfolio Growth of $100,000 Investment

1 Yr

3 Yr

5 Yr

10 Yr

Inception

Portfolio

-13.00%

-5.69%

0.53%

5.62%

7.80%

TSX60 Total Return

-11.68%

-0.52%

1.96%

4.58%

4.46%

Annualized Performance (%)

Trailing-Period Performance (%)

For more information contact us at verusfinanical@nbc.ca

© 2019 Verus Financial at National Bank Financial. All Rights Reserved

 

​National Bank Financial – Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).