EDGF ETF Analysis: Dividends, Returns TSX:EDGF

Analysis

Key stats

The fund is an actively managed fund that seeks stable monthly distributions, capital appreciation, and reduced volatility by investing in a concentrated portfolio of large-cap European dividend growth companies that have a history, or the fund manager believes to have a future likelihood of dividend growth. Starting with the broad, European large-cap space, the fund manager selects securities based on the following metrics: dividend growth potential, valuation, profitability, dividend yield, balance sheet strength and liquidity. Holdings are typically equal-weighted but due to an active approach, weights may deviate significantly. Call options are then written at the fund managers discretion in order to optimize earnings and to achieve lower overall portfolio volatility.