Investor suitability

For those who:

  • are willing to accept a medium degree of risk
  • are seeking a regular source of income and the potential for capital appreciation
  • are seeking to add global exposure to your investment portfolio
  • are planning to hold your investment for the medium to long term

Fund overview

Cambridge Global Dividend Class aims to provide consistent income and capital appreciation by investing substantially all of its assets in securities of its underlying fund, Cambridge Global Dividend Fund. The underlying fund invests primarily in a diversified portfolio of global equities.

Fund facts (2021-01-29)

Inception date


Asset class

Global Dividend

Income distribution


Minimum investment

$500 initial / $25 additional

Growth of $10,000