Verus Global Infrastructure

Purpose

The Global Infrastructure Portfolio has been designed by Verus Financial to provide a platform for private clients to invest in large-cap, publicly traded global dividend-paying common stocks with predictable and strong growing dividends. The objective of this portfolio is to provide investors with consistent, long-term positive returns by investing in a concentrated portfolio of high-quality, large capitalization global dividend-paying equities that are world leaders in various segments of the infrastructure sector, selected from our Universe of companies.

Investment Objectives

1. Provide investors with consistent, long-term positive returns by investing in a diversified portfolio of high-quality, chiefly large capitalization global infrastructure equities. 

2. Maximize tax efficiency by having a low portfolio turnover ratio.

3. Consistently outperform the benchmark (S&P Global Infrastructure Index) over a 5-year period.