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North American Financial 15 Split Corp T.FFN

Alternate Symbol(s):  FNCSF

North American Financial 15 Split Corp. is a Canada-based mutual fund corporation, which invests in a portfolio of over 15 financial services companies. It offers two types of shares, such as Preferred Shares and Class A Shares. Its investment objectives with respect to preferred shares are to provide holders of preferred shares with cumulative preferential monthly cash dividends in the amount of over 5.5% annually and to pay the holders of the preferred shares a certain price per preferred share on or about the termination date. Its investment objectives with respect to class A shares are to provide holders of class A shares with regular monthly cash distributions and to permit holders to participate in all growth in the net asset value of the Company for a specific price per unit, by paying holders on or about the termination date such amounts as remain in the Company after paying a specific price per preferred share. Its investment manager is Quadravest Capital Management Inc.


TSX:FFN - Post by User

Comment by Sanderzon Jun 21, 2022 4:01pm
237 Views
Post# 34772214

RE:RE:RE:Is this and other Quadravest investments a dividend trap?

RE:RE:RE:Is this and other Quadravest investments a dividend trap?
amugsgame wrote: Exactly as Chessplayer said!. The dividend trap is not understanding the split fund structure. Once understood the funds can be played long/short to healthy profits. 


I appreciate what you and chessplayer both said. Here is what I understand about the split fund structure so far: Class A shareholders get paid if the unit nav is above $15 Preferred shareholders get paid regardless/first Class A shareholders can go many periods without receiving anything (ie. Until NAV is above $15) These funds are a basket of holdings that quadravest holds, instead of being a single company stock There is a maturity date which typically extends every five years (although not guaranteed). All the above is what I understand so far. So again, right now the yield appears to be around 30% or so. The unit NAV is under 15 so class A shareholders won't get anything yet. But if you purchase now, you'd be getting an equivalent of 30% yield in the future. Am I not correct? (I know as stock price goes up the yield percentage is obviously lower, but if you buy at today's prices, it would be equivalent to a 30% yield when this starts paying again)
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