| Financial Services Industry | Financials Sector | - CEO | ARCA Exchange | 500767496 CUSIP |
| US Country | - Employees | 27 Sep 2024 Last Dividend | - Last Split | - IPO Date |
The fund is primarily focused on investing in companies listed on the S&P Pan Asia Dividend Aristocrats® Index. This index includes companies from the S&P Pan Asia BMI Index that have a consistent record of increasing their dividends for at least seven consecutive years, showcasing financial stability and a strong commitment to returning value to shareholders. The fund commits at least 80% of its net assets to instruments either directly in its index or those with economic characteristics closely mirroring those in the index, ensuring a focused investment strategy aimed at dividend growth. As a non-diversified fund, it may invest more heavily in fewer securities, which could mean higher volatility but potentially greater returns on those investments.
The fund offers a unique investment opportunity through its focus on dividend-growing companies across the Pan Asia region. By targeting companies that have consistently increased their dividends, the fund aims to provide investors with a potential source of steady income alongside the opportunity for capital appreciation. Below are the key investment products and strategies.
The fund primarily invests in companies listed on the S&P Pan Asia Dividend Aristocrats® Index. This index selectively includes companies that demonstrate financial health through continuous dividend growth for at least seven years, suggesting reliability and a shareholder-friendly policy. This strategy aims to capture the performance of top dividend growers in the Pan Asia region, offering potential for both income and capital appreciation.
Apart from direct investments in the index, the fund is also open to investing in instruments that showcase similar economic characteristics to those found within the index. This approach allows the fund to explore opportunities beyond the index constituents while maintaining the core investment philosophy of targeting companies with a strong track record of dividend growth. This strategy aims to provide the fund with flexibility in capturing investment opportunities that align with its dividend-growth focus.