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Dividend 15 Split Corp T.DFN

Alternate Symbol(s):  DFNPF | T.DFN.PR.A | DVSPF

Dividend 15 Split Corp. is a Canada-based mutual fund, which invests primarily in a portfolio of dividend yielding common shares, which includes approximately 15 Canadian companies. It offers two types of shares, including Preferred shares and Class A shares. Its investment objectives with respect to Preferred Shares are to provide holders with fixed cumulative preferential monthly cash dividends in an amount of $0.04583 per Preferred share to yield 5.5% per annum on the $10 repayment amount and to return the $10 repayment amount to their holders on the termination date. Its investment objectives with respect to Class A Shares are to provide holders with regular monthly cash distribution targeted to be $0.10 per Class A share and return the original issue price to their holders on the termination date. The net asset value per unit must remain above the required $15 per unit threshold for distributions to be declared. Its investment manager is Quadravest Capital Management Inc.


TSX:DFN - Post by User

Comment by Clarke123on Jul 29, 2022 6:17pm
201 Views
Post# 34861405

RE:DFN unit to JULY monthend = approx: $16.63

RE:DFN unit to JULY monthend = approx: $16.63I get a higher closing NAV than yours again, benchmarking from their 15th July update.

I see NAV gained 72 cents since then, commons at 6.68, and that makes it 10.4% premium predistribution.

I am not sure if we should be looking at post distribution NAV for premium purposes. Trading price (and hence the premium) drop already accounted for distribution on record date. Yes, their cash balance will drop.. but they are also accruing cash from those 15-20 companies in dividends received, and further from writing those covered calls - two sources of cash that we are largely ignoring by looking at premium post distribution. Anyway, I am new to this.. might not be getting it right.
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