Holland Capital Global Dividend Growers ETF

Investment Strategy & Focus

Holland Capital Global Dividend Growers ETF (MDIV)

The Holland Capital Global Dividend Growers ETF is an actively managed fund aiming to provide enhanced long-term total returns. Its core strategy is to invest in dividend-paying and dividend-growing securities of Global Issuers that have a track record of increasing their dividends, focusing on both income generation and capital appreciation.

Investment Thesis: The fund focuses on a high-conviction portfolio of global companies that demonstrate an ability and commitment to consistently grow their dividends. This strategy targets businesses with sustainable competitive advantages and strong financial health across various industries.

Diversified Global Exposure: The portfolio is well-diversified geographically and by industry. As of September 30, 2025, the allocation is weighted towards the U.S. (69.20%), followed by International (22.20%) and Canada (8.60%). Top sectors include Technology (27.00%), Financials (15.10%), and Consumer Discretionary (15.00%).

The active management approach, led by Robert F. Lauzon and Shane Obata, allows for selection of global market leaders, including top holdings like Middlefield Healthcare Dividend ETF, Sony Group Corp., and Taiwan Semiconductor Manufacturing Co. Ltd.

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Key Fund Metrics and Holdings

This actively managed ETF is listed on the Toronto Stock Exchange under the ticker MDIV. It has a long track record with an inception date of March 22, 2013. The fund has a Medium risk rating and an annual management fee of 0.85%. It is eligible for investment in All Registered and Non-Registered Accounts.

Consistent Distributions: The ETF provides tax-efficient monthly distributions to unitholders, currently set at $0.06 per unit, offering a stable income component from its global portfolio of dividend-growing companies.

Frequently Asked Questions

What is the core investment strategy of the Global Dividend Growers ETF?: The fund primarily invests in dividend-paying and dividend-growing securities of Global Issuers that have a track record of consistently increasing their dividends.
Is the portfolio globally diversified?: Yes, it is a high-conviction portfolio of global companies diversified by both geography (U.S., International, and Canada) and industry (e.g., Technology, Financials, Consumer Discretionary).
What is the primary benefit of investing in this ETF?: Key benefits include enhanced long-term total returns from an actively managed fund, exposure to global dividend growth, and the provision of tax-efficient monthly distributions.