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Q3 2022 Contribution by Caldwell Team

On July 6, 2022 in Toronto, Ontario, the manager of Caldwell U.S. Dividend Advantage Fund (the “Fund”), Caldwell Investment Management Ltd., is happy to announce the  payment of distributions on the actively-managed ETF Series of the Fund to unitholders July 6, 2022 in Toronto, Ontario. The monthly distribution rate of CAD$0.038 per unit of the ETF Series represents an attractive annualized yield on net assets of approximately 3.5%. 

ETF Series unitholders have the option to participate in the distribution reinvestment plan offered by the Fund as well, which provides investors with: (i) the ability to automatically reinvest distributions and (ii) the benefits of compounded growth. Furthermore, unitholders have the choice to enroll in the DRIP program by contacting their Investment Advisor.The ETF Series of Caldwell U.S. Dividend Advantage Fund trades on the TSX under the ticker symbol UDA.

A Brief Background of the Caldwell Team

Caldwell Investment Management is a trusted provider of investment management and advisory services to Canadian, retail and institutional investors, including financial institutions, public and private pension funds, endowment funds, foundations, and private accounts. 

Their team is committed to growing as well as preserving your wealth. Caldwell does this by offering a personalized, customized, and flexible plan defined by their heritage of fostering deep and enduring long-term partnerships. They originate  investment vehicles with a view toward predictable results.

Learn more about them when you check out their Facebook page. 

(Disclaimer : We are not associated with Caldwell Investment Management)
Q3 2022 Contribution by Caldwell Team
Published:

Q3 2022 Contribution by Caldwell Team

Published:

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