Canadian Dividend
Mandate

The Canadian Dividend Mandate is a high-risk investment strategy focused on generating total returns and capital appreciation through investment in common equity from Canadian public companies. This strategy was launched in 2022.

The Canadian Dividend investment approach uses only common equity from Canadian public companies to generate total returns through a combination of dividend payments and capital appreciation. The client is prepared to tolerate above average portfolio volatility to achieve long term total returns. Canadian dollar total returns from common equity is a priority for all investment components. Tax effectiveness for maximum after tax income is also a priority.

Risk
Level

Quick
Facts

Inception
Date:

December 31, 2021

Asset
Class:

Canadian Common Equity

Since Inception ROR:

-6.6% As At September 30, 2022

Eligible
Accounts:

ALL - Registered & Non Registered

Portfolio Managers

The Canadian Dividend investment approach uses only common equity from Canadian public companies to generate total returns through a combination of dividend payments and capital appreciation. The client is prepared to tolerate above average portfolio volatility to achieve long term total returns. Canadian dollar total returns from common equity is a priority for all investment components. Tax effectiveness for maximum after tax income is also a priority.

Quick
Facts

Inception
Date:

December 31, 2021

Asset
Class:

Canadian Common Equity

Since Inception ROR:

-6.6% As At September 30, 2022

Eligible
Accounts:

ALL - Registered & Non Registered

Risk
Level

Portfolio
Managers

Growth*


Sector Weighting


Documents

Source: Ndex system.

*Only the rates of return for more than one year are annualized. Rate of Return is net of commissions, management fees and performance fees and includes accrued interest. Please reach to us at info@ldic.ca for more mandate’s information and historical performance. Client will need to complete full KYC questionnaire to determine his/her investment risk tolerance.


Disclaimer: LDIC Inc. is registered as a Portfolio Manager in in all provinces within Canada except for Newfoundland, New Brunswick and Nova Scotia and an Investment Fund Manager registered in Ontario, Quebec and Newfoundland. The materials presented in this document are for general information purposes only and do not constitute an offer to buy or sell securities. Third party information provided herein has been obtained from sources believed to be accurate, but cannot be guaranteed. The information herein is current as of the date of this document and LDIC Inc. assumes no obligation to provide updates or advise on further developments. Returns in the chart are historic weighted average returns of segregated managed accounts, grouped by mandate type. Past returns do not reflective future performance. The performance of a specific managed account within the groups may vary based on the account’s specific holdings and restrictions. Details on the compilation of these figures are available upon request by contacting LDIC Inc. Unauthorized publication or re-distribution of these materials may be illegal; please contact LDIC Inc. for permission prior.