Time for dividends to reassert themselves: M&G (Lux) North American Dividend Fund

7 min read 7 Jan 25

  • Dividends matter because they provide a solid foundation for equity returns over the long term, but dividends are pertinent now as we enter a world of potentially lower returns, where income accounts for a greater part of the total return from equities.
  • We advocate a focus on dividend growth, which as a strategy benefits from a long-term tailwind but also provides the potential for inflation protection should the environment of stubborn inflation persist.
  • The M&G (Lux) North American Dividend Fund, with its diversified approach to dividend investing, is ideally placed to deliver, in our view, against the backdrop of a broadening market.

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.

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