Performance
Growth of $10,000
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Geographic Allocation (%) As at undefined
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Sector Allocation (%) As at undefined
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Kipling Global Enhanced Dividend Fund
Kipling Global Enhanced Dividend is a global equity 130/30 alternative fund. This structure enables the fund to hedge risk and potentially reduce downside volatility.
This fund focuses on dividend growth, profitability and balance sheet flexibility, emphasizing cash flows to shareholders. It offers geographic and sector diversification beyond the domestic market in areas such as Technology, Health Care, Industrials, and Consumer Discretionary.
The fund is managed by a multi-disciplinary team lead by Portfolio Manager Patrick Lau, PEng, CFA, along with Portfolio Managers John Poulter, CFA and Owen Morgan, MBA, CFA.
Available to accredited investors only. Ask your financial advisor for further information.
Patrick Lau, PEng, CFA
Investment Management
My role
Lead manager of the NCM Global Income Growth Class and the Kipling Global Enhanced Dividend Fund.
What I enjoy about work
I enjoy the intellectual challenge of stock picking, meeting all kinds of different companies, and learning about what makes them successful.
How I got here
I started out in engineering and worked in the software industry. While doing my MBA, a few friends got me started with the CFA program, and before I knew it, I joined the fund management industry.
What I do outside of work
I play badminton regularly and am a fan of curling. I also enjoy cooking and am an aspiring baker. On by bucket list is to surpass 300 blood donations and I’m almost there!
Favourite advice
The markets are a voting machine in the short term, but a weighing machine in the long term.
Fund Benefits
Steady growth
A focus on high-quality, dividend-paying companies drives long-term growth.
Less volatility
The fund's enhanced structure has historically helped to mitigate market volatility.
Global diversification
Exposure to global companies drives opportunity and reduces risk.
Risk Rating
Disclaimer
Except where indicated otherwise, F Series net of fees, *annualized.
The cumulative return shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the investment fund or returns on investment in the investment fund. The Kipling Funds are only available for sale to investors who meet the definition of “accredited investor” as set forth in National Instrument 45-106 Prospectus and Registration Exemptions, or non-individuals who will be investing a minimum of $150,000. Please contact us or consult the offering documents to determine your qualification status. Investors should take note that certain statements in this report about a fund or strategy, including expected future performance, are forward-looking. Statements that look forward in time or include anything other than historical information are subject to risks and uncertainties, and actual results, actions or events could differ materially from those set forth in the forward-looking statements. Although the forward-looking statements contained herein are based upon what the portfolio manager believes are reasonable assumptions, the portfolio manager cannot assure that actual results will be consistent with these forward-looking statements. Due to ongoing portfolio transactions, the positions discussed in this communication may no longer be held in the Fund.