The Dividend Spoke Fund® is managed to provide current income for investors. The fund does this by following a strategy of investing in companies that pay above average dividends. Click here to view the fund fact sheet.
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
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.