U.S. Dividend Performers Balanced

Sovereign was founded on the enduring principle that investing exclusively in companies with consistent growth in dividends can lead to above average risk-adjusted returns over time. Dividend growers generally possess inherent defensive characteristics that can protect our clients’ wealth during down markets.

Strategy Features*

  • 35-year history of conservative and disciplined investing
  • Portfolio of high quality, dividend paying companies
  • Seeks to achieve competitive returns with less risk over a market cycle compared to the S&P 500 Index
  • During periods of economic weakness, the Dividend Performers portfolio can provide down market protection
*Past performance is not indicative of future results. Any composite performance less than a year is considered preliminary and is subject to change upon reconciliation with data from the Sponsor. Performance shown is the John Hancock Asset Management (US) Sovereign Dividend Performers Balanced Wrap composite as of September 30, 2018 in USD. Returns greater than one year are annualized. Please see the disclosure at the end of this document for further detail on the indices and other import information. Composite Inception date, October 1994