MBI Equity Income

An equity income strategy focusing primarily on major Canadian companies with above‑average dividend yields.

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.

An all cap bias

An all cap bias with a market cap below that of the S&P/TSX Composite Index.

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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