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Dividend Growth Split Corp T.DGS

Alternate Symbol(s):  DDWWF | T.DGS.PR.A

The Funds investment objectives are to provide holders of Preferred shares with fixed, cumulative, preferential, quarterly cash distributions and to return the original issue price of 10.00 per Preferred share to shareholders at maturity; and to provide holders of Class A shares with regular monthly cash distributions, targeted to be at least 0.10 per Class A share, and the opportunity for growth in Net Asset Value per Class A share. The Fund invests, on an approximately equally weighted basis, in a portfolio consisting primarily of equity securities of Canadian dividend growth companies. In addition, the Fund may hold up to 20% of the total assets of the portfolio in global dividend growth companies for diversification and improved return potential, at the Managers discretion.


TSX:DGS - Post by User

Comment by mousermanon Feb 01, 2023 5:24pm
151 Views
Post# 35260802

RE:DGS unit nav to Feb 01 = approx: $15.12 after distributions

RE:DGS unit nav to Feb 01 = approx: $15.12 after distributions
mouserman wrote: So after paying dist. to common shares in FEB , the UNIT NAV should come in around $15.12 , very close to the bubble for paying. FFN in about the same boat as far as UNIT NAV goes after distributions, altho i believe is a few pennies higher . It does not trade higher tho, in fact nearly a dollar lower with a higher yield. BUT tis only financials stocks, so perhaps the diversity in DGS will fare better. Hasnt worked that way with LCS however ( pure financials) , which also trades lower than DGS commons but has a UNIT NAV that is  $15.73 after paying to commons AND preferreds. Actually trades at a discount, and is very rare to see that with a split fund common NAV that high.
DGS commons NAV will be lower when Brompton reports  to thursday 's close , as they prorate the preferreds , which will have to be paid in March.

OOPS LCS  UNIT NAV is actually at $16.04 so commons have a value of $6.04 before distributions ( 23 cent s) and that leaves the value at $5.81 , not the 5.73 i had in this previous post. 

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