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Dividend 15 Split Corp II T.DF

Alternate Symbol(s):  T.DF.PR.A | DVDDF

Dividend 15 Split Corp. II is a mutual fund. The Company invests in a portfolio of 15 dividend-yielding, Canadian companies. It offers two types of shares, a Class A and Preferred. The investment objectives with respect to the Preferred shares are to provide holders of the Preferred shares with fixed, cumulative preferential monthly cash dividends in the amount of $0.04792 per Preferred share to yield 5.75% on the $10 repayment amount and to pay the holders $10 per Preferred share. The investment objectives with respect to the Class A shares are to provide holders of the Class A shares with regular monthly cash dividends targeted to be $0.10 per Class A share. The net asset value per unit must be above the required $15 per unit threshold in order for monthly dividends to be declared, and On or about the termination date, to pay the holders the original issue price ($15) of the Class A shares. The investment manager of the Company is Quadravest Capital Management Inc.


TSX:DF - Post by User

Comment by navgodon Nov 11, 2024 7:45am
66 Views
Post# 36306212

RE:Quadravest Retractions

RE:Quadravest RetractionsA couple of thoughts post retraction deadline and election:  1) as predicted discounts widen post retraction deadline but especially for FFN and LFE as sp struggled to keep up with surging NAVs. 2) discounts should narrow from here however will not disappear - expect 30-50 cents to remain. This reflects the premium for the pref shares and would bring unit nav into line with combined sp for capital and pref shares. So far decision to retact vs selling or doing nothing is onside by about $350,000. Here's hoping the NAVs can hang in for anotherfew weeks. GLTA

navgod wrote: Four Quadravest split-share funds are being renewed/extended Nov 30 2024 - FFN, LFE, DF, and DFN. To receive the NAV on that date you must submit your holdings by Oct.31.-- your broker will usually require an additional 2 days notice. This means the discount should continue to shrink as we approach this date. What this also means is that the discount should widen out once the retaction bid is gone. The size and speed of this adjustment will be interesting as will the increase in short positions.I personally will be retracting approx. 500,000 shares spread over holdings of LFE, FFN and DF.  GLTA


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