After a strong, regular distribution payment, look no further than Dividend Aristocrats. This Fund includes global companies that have a record of maintaining a high dividend over a sustained period of time.
5 year p.a. index return as at 31 October 2023
Indicative dividend yield as at 31 October 2023
Management fee p.a.
If you love dividends, pay attention. Dividend Aristocrats are companies which have had increasing or stable dividends for at least the last ten years. With a strong indicative dividend yield, this fund provides global diversification and a passive income stream. These Aristocrats come from all sectors; most prominently from financials, utilities, communication services and real estate. This sector diversity combined with the strong dividend history of constituents gives confidence in the stability of future pay-outs. This Fund tracks the S&P Developed Ex-Korea Dividend Aristocrats Quality Income Index – quite the mouthful.
As at October 31, 2023
Seagate Technology Holdings
Verizon Communications Inc
Digital Realty Trust
LyondellBasell Industries CL A Ord
Range of returns
The lowest and highest 12 month returns, in 5 years to the end of October 2023*
Growth of $10k
For the 5 years to 31 October 2023, an investment of $10,000 would be up 18.59%*
The fund is designed to provide global diversification and income generation.
*These are the gross index returns, not including fees or taxes.
As at October 31, 2023
Index returns are total returns gross of imputation credits where applicable, not including fees or taxes. All yearly returns are annualised.
The risk indicator reflects how much the value of the Fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way. The lowest risk rating doesn’t mean “risk-free” and this risk indicator is not a guarantee of a Fund’s future performance.
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