January 25, 2017


During the 4th Quarter Webcast, Portfolio Managers Dr. Ian Mortimer and Mr. Matthew Page discussed:

  • The Dividend Builder Fund rising 6.80% in 2016 vs. the MSCI World Index, which was up 8.18%. See full Fund and benchmark performance figures in the Q4 2016 Dividend Builders Fact Sheet
  • Changes to the portfolio
  • The top 5 and bottom 5 performing stocks during the quarter 
  • Attractive valuation opportunities in the Healthcare, Industrial and IT sectors


Click here for a PDF version of the webcast presentation slides.


Opinions expressed are subject to change at any time, are not guaranteed and should not be considered investment advice. 

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Fund holdings and sector allocations are subject to change and are not recommendations to buy or sell any security. 

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