Copeland Dividend Growth Fund Class A (CDGRX)

Overview

The fund is designed for investors seeking both long-term capital appreciation and income generation. It operates on the principle of employing fundamental stock selection criteria to invest in equities of companies that not only exhibit a strong track record but have also consistently increased their dividends for a minimum of five consecutive years. By focusing on dividend growth, the fund aims to provide a stable and potentially growing income stream, alongside the opportunity for capital appreciation. The strategy involves allocating at least 80% of its net assets, which may include borrowings for investment purposes, into securities that meet its dividend growth criteria under normal market conditions.

Products and Services

The fund offers a focused product designed to cater to investors with specific income and growth objectives through:

• Long-term Capital Appreciation: Targets the potential for capital growth by selecting stocks that have a history of increasing their equity value over time. This approach is rooted in fundamental analysis, seeking out companies that not only have a solid foundation but are positioned for future growth.
• Income Generation: Looks to provide an income stream through dividends by investing in companies that have a proven record of dividend growth. This includes companies that have increased their dividends for at least five consecutive years, offering a measure of reliability and potential income growth for investors.