Employs a relative value strategy and invests in high-quality companies with the ability to grow their dividends while providing the potential for capital appreciation and downside protection
Characteristics & Performance
- Composite Inception: 3/31/14
- Strategy AUM: $0.03 Billion as of 6/30/20
- Benchmark: S&P 500 Index
- No. of Holdings: Typically 60 – 80
- Market Cap: All-Cap
- Institutional Separate Account
- Mutual Fund*
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Our Rising Dividend team is a part of Jennison’s Income & Infrastructure investment suite which also includes our Equity Income, Global Infrastructure, MLP, and Utility strategies. The investment teams’ extensive experience within the utility and telecommunication sectors, which has historically been two of the higher dividend-yielding sectors, is complemented by our MLP / midstream energy infrastructure experience. In addition, the investment team leverages the firm’s internal research analysts where there is constant discussion, debate, and sharing of ideas across the suite and the broader firm.
Performance Disclosures: Past performance does not guarantee future results. Performance results are calculated in US dollars and reflect reinvestment of dividends and other earnings. Periods greater than one year are annualized. Please refer to the GIPS presentation for additional details, important performance information and disclosures.