This strategy is less aggressive than many on Quantbase, as evidenced by a low risk score. This means that it may achieve lower absolute returns as a result, but remains especially strong in bear market conditions and displays lower levels of volatility.
Dividends in this fund are reinvested as they are accrued.
High dividend yields may indicate that a business is in distress, or that a stock has fallen in price sharply relative to its dividend. We assess the dividend yield alongside the dividend growth rate over the last 5 years to detect firms with consistent and aggressive growth in their prospects to screen for healthy dividends, but these risks remain. This strategy invests in fractional shares when available. When not available, it will invest in the nearest (lower) whole number of shares. Please note that this number may be 0 if your investment in this strategy is sufficiently low, meaning our investment strategy advertised returns will be different from your returns.