MBI Equity Income

An equity income strategy focusing on Canadian companies with a combination of high dividend yield and high dividend growth emphasizing downside risk protection.

High concentration

Concentrated portfolio with 25-40 holdings; clear conviction levels and solid active share.


High dividend yield

Dividend yield that is close to 50% of the total return.


Low beta

More defensive and less volatile. As opposed to preferred shares, the Fund is less sensitive to interest rates movements.


High Dividend Growth

High dividend growth profile acts as an inflation hedge and a differentiator versus peers.


Net result

An equity strategy with lower beta and lower volatility than the benchmark and good downside protection in market corrections.

 

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