Global Dividend Growth and Income Portfolio

The Global Dividend Growth and Income Portfolio is managed to provide growth and current income for investors. The fund does this by following a strategy of investing in companies that pay growing, above average dividends. Click here to view the fund fact sheet.

Investment Strategy

We focus on investing in companies that:

  • Earn high returns on capital (exceptions are made for utilities). High returns on capital mean that the company can profitably reinvest earnings in the business at above average rates of return.
  • Have durable competitive advantages, or an economic moat, protecting the business.
  • Have competent shareholder friendly management.
  • Have a long history of increasing dividend payments

Historical Performance

Calendar Year Returns (Inception to 6/30/2017)

Hypothetical Growth of $10,000 (Inception to 6/30/2017)

Portfolio Fast Facts

Top Ten Holdings*

  • Philip Morris International (PM)
  • Altria (MO)
  • Leidos Holdings (LDOS)
  • Lockheed Martin (LMT)
  • Raytheon (RTN)
  • Mastercard (MA)
  • Intel (INTC)
  • Qualcomm (QCOM)
  • Accenture (ACN)
  • Wal-Mart Stores (WMT)

*Excludes any ETF holdings

To open an account and invest, click here or contact Ben at 717-293-1170 or

Performance Disclosure

The performance results shown are based on a model portfolio. All clients accounts are linked to this central model. Results are shown net of advisory fees of 1% of assets billed annually. Trading and other fees may apply. Results reflect the reinvestment of capital gains and dividends. The S&P 500, used for comparison purposes may have a significantly different volatility than the portfolios used for the presentation of SIM’s returns.

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