NCM Norrep Fund

North American Dividend Investing with Michael Simpson. Michael joins NCM to become the lead Portfolio Manager for the re-engineered NCM Norrep Fund.

NCM Investments is excited to reopen the flagship NCM Norrep Fund with a new mandate and Michael Simpson at the helm. The Fund has a North American Dividend focus. The portfolio is comprised of Canadian and American Equities. The mandate is a great fit for Michael as it primarily invests in dividend champions which he has over 25 years of experience managing. 

About Michael Simpson, CFA

Michael is an accomplished Portfolio Manager, having worked in the investment industry for over 25 years. Michael is the lead Portfolio Manager for NCM Norrep Fund an All Cap North American Dividend Focused mandate. Previously Michael was at Sentry Investments for 17 years as a Senior Vice President and Head of the Equity Income Group. 

Michael has a proven track record of success:

  • Investment Executive Fund Manager of the Year in 2014
  • Morningstar Award in the Canadian Dividend and Income Equity Category for best risk-adjusted returns over a one, three, and five-year time horizon. (awarded in 2013)
  • The Excellence in Fund Management from Lipper Analytics for the Sentry Canadian Income Fund for the best risk-adjusted returns over a decade
  • Eight-time winner of the Brendan Woods Top Gun Award 
  • Eight Fund Grade A+ for several funds that he managed from Fundata Canada.

Dividend Champions

Michael invests primarily in dividend champions. These are companies that pay a consistent dividend or have increased their dividend. The Fund uses the dividends to compound income over time.

Examples of Dividend Champions

Companies listed are for illustrative purposes only and doesn't necessarily reflect actual holdings in the portfolio

Acorn Companies

Acorns are smaller companies that are actively added to the portfolio to enhance the return of capital. These acorns can grow to be the mid to large cap companies of the future.

Examples of Acorn Companies

Companies listed are for illustrative purposes only and doesn't necessarily reflect actual holdings in the portfolio
 

Experienced Portfolio Manager

Michael has over 25 years of experience in actively managing investments. He has seen multiple economic cycles and how markets react. He specializes in dividend and income-paying securities with a focus on free cash flow to sustain reliable dividends.

All Cap Approach

NCM Norrep Fund invests in small, mid to large companies in North America, adding more investment opportunities in the North American investment universe.

Diversified

The Fund can invest up to 49% in the U.S. but must invest 50-90% in Canadian equities depending upon Michael's market outlook. This gives diversification in the North American markets with an experienced Portfolio Manager.

Reduced Volatilty

Dividend-paying equities typically exhibit less volatility than non-dividend paying equities. This helps provide a smoother ride and peace of mind when market downturns happen.

Concentrated Portfolio

NCM Norrep Fund has a concentrated portfolio of 30 to 40 holdings. We do not own the index and only hold companies that are profitable and in most cases pay a dividend.

Disclaimer

On November 12, 2020, the investment objective of NCM Norrep Fund was changed from a focus on small capitalization Canadian equities to broader mandate focused on dividend-paying Canadian and U.S. equities of all capitalization. If the change had been in effect prior to November 12, 2020, the Fund’s performance could have been materially different.

Past performance is no guarantee of future results. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in share value and reinvestment of all dividends and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.