DVGR uses a proprietary selection and weighting process, seeking total return through current income and capital appreciation. Its investment objective is to invest in companies that have a consistent history of increasing dividends by double digits annually for a decade (3D) or more. The 3D universe is reviewed annually in December, but companies may be added or removed at any time. After identifying this universe, the sub-adviser applies quantitative, qualitative, and fundamental analysis to choose portfolio companies, aiming for diverse sector and size representation. They determine a companys intrinsic value by evaluating financial statements, dividend policies, management quality, and other factors to assess long-term return potential. Portfolio weightings are based on return potential, risk, and expected dividend growth. Positions are sold at the advisers discretion.
公司网站 :
https://dacapitaletf.com/
总经理:-
建立时间:2025
公司总部:DAC 3D Dividend Growth ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds