The OWM Enhanced Dividend Fund seeks to produce a dividend yield that is 1 – 1.5% greater than that of the TSX Composite Index, while exhibiting higher total returns and approximately 20% less volatility over an investment cycle.

August 2019 and Year-to-Date Results

For the month of August 2019, the Outcome Enhanced Dividend fund rose 1.87%, compared to an advance of 0.43% for the TSX Composite Index and an advance of 0.79% for the TSX Dividend Aristocrats Index.

On a year-to-date basis, the strategy is up 19.6%, outperforming both the TSX Composite Index and the TSX Dividend Aristocrats Index.

In the case of the TSX Dividend Aristocrats Index, 0% of Canadian dividend-focused managers have succeeded in outperforming this benchmark over the past 10 years on a net of fee basis, according to the most recent SPIVA (S&P Index vs. Active) scorecard.