Guardian i³ Canadian Dividend Growth Fund

Benchmark:S&P/TSX Canadian Dividend Aristocrats Index 
Inception Date: May 14, 2026

Investment Objective

The primary objective of the Fund is to provide long-term total returns consisting of regular dividend income and long-term capital growth by investing directly and indirectly primarily in equity securities of Canadian companies.

Investment Approach

We employ a system-driven bottom-up research approach to assess relative value and capital growth potential within a broad stock-selection universe. We use a quantitative approach, including the use of AI technology such as machine learning, deep learning and large language models, to analyze multiple fundamental and alternative factors and incorporate financial data and other information sources relevant to the issuer, including rates of change of fundamental and alternative factors. We seek out companies that we believe have potential for both capital growth and sustainable dividend yield. In making our assessment, we place particular focus on dividend growth and dividend quality.