iA Financial Group is proud to announce that the U.S. Dividend Growth (iA) fund in its lineup has received the prestigious LSEG Lipper Fund Award for 2024.
U.S. Dividend Growth (iA)1
Best Fund over 3 years
U.S. Dividend & Income Equity Category
Managed by Dan Rohinton and Oliver Shao
The Lipper Fund Awards, granted annually, highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their Canadian peers over a given period. These awards recognize only one fund per Lipper category and for 3, 5 and 10-year periods.
Percentiles based on gross performance of the U.S. Dividend Growth (iA) mutual and segregated fund universe2
|
1st quartile performance |
1 year |
3 years |
5 years |
|
Percentile rank |
13 |
1 |
14 |
Other funds managed by Dan Rohinton and his team:
- Global Growth and Income (iA)
- Dividend Growth (iA)
- Global Dividend (iA)
- Global True Conviction (iA)
Investment style
Dan Rohinton is a bottom-up stock picker focused on delivering superior risk-adjusted returns through concentrated portfolios of his best ideas. He looks for quality companies with strong competitive advantages and the ability to grow their dividends over time.
To find out more about these funds, visit ia.ca/funds-performance or consult the brochure Know Your Funds (F13-1052A).
1 2024 Lipper Fund awarded to IA Clarington U.S. Dividend Growth Fund (Series F), the underlying mutual fund for our U.S. Dividend Growth (iA) segregated fund.
2 As of October 31, 2024.
