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Dividend Growth

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ThomasPartners® Dividend Growth Strategy.

The ThomasPartners Dividend Growth Strategy invests in dividend-paying companies that have the ability to grow their dividends. As an equity solution, it is designed to complement a broader portfolio.

  1. The first objective: monthly income.

    Wherever you are in life, it’s likely that one of your primary financial goals is to generate income—income that can help you live comfortably today or income that you can invest now and draw from when you retire. The ThomasPartners Dividend Growth Strategy invests in dividend-paying companies that can provide you with a reliable monthly income stream, regardless of market conditions.

  2. The second objective: income growth every year.

    With the rising costs of living, the income that supports you today may not be adequate tomorrow. ThomasPartners aims to offset inflation largely through dividend growth.

    How are dividend-growing companies chosen?

    Each company is carefully analyzed. Its dividend-growth track record—and its ability to sustain that growth in the future—are considered, questioned, and evaluated. And, once selected, the company is continuously reevaluated. If a company fails to meet ThomasPartners’ high standards, it’s eliminated.

  3. The third objective: competitive total returns over time.

    Pursue the retirement you want with an investment strategy that’s built to prepare you for the years ahead. In addition to regular income and income growth, the ThomasPartners Dividend Growth Strategy seeks to deliver competitive total returns over time through income generation and price appreciation. If you’re at a stage of life where you don’t need to withdraw your dividends, you can enjoy the power of compounding, since accumulated dividends can be reinvested in the ThomasPartners Dividend Growth Strategy over time.

Estimated Income Growth Since Inception

Estimated Growth Since Inception: Beginning 03/31/03 and ending 12/31/15, the hypothetical $1 million investment would ultimately yield an annual income of $96,989 for Thomas Partners Dividend Growth Strategy Composite, $63,676 for NASDAQ U.S. Broad Divdend Achievers Index, and $69,458 for S&P 500 Total Return Index. Estimated Growth Since Inception: Beginning 03/31/03 and ending 12/31/15, the hypothetical $1 million investment would ultimately yield an annual income of $96,989 for Thomas Partners Dividend Growth Strategy Composite, $63,676 for NASDAQ U.S. Broad Divdend Achievers Index, and $69,458 for S&P 500 Total Return Index.
Estimated Growth Since Inception: Beginning 03/31/03 and ending 12/31/15, the hypothetical $1 million investment would ultimately yield an annual income of $96,989 for Thomas Partners Dividend Growth Strategy Composite, $63,676 for NASDAQ U.S. Broad Divdend Achievers Index, and $69,458 for S&P 500 Total Return Index. Estimated Growth Since Inception: Beginning 03/31/03 and ending 12/31/15, the hypothetical $1 million investment would ultimately yield an annual income of $96,989 for Thomas Partners Dividend Growth Strategy Composite, $63,676 for NASDAQ U.S. Broad Divdend Achievers Index, and $69,458 for S&P 500 Total Return Index.

Growth of a Hypothetical $1 Million Investment

Growth Of A Hypothetical $1 Million Investment | Beginning 3/31/03 and ending 12/31/15, the $1 million investment would grow to: ThomasPartners Dividend Growth Strategy Composite (net of actual fees): 3.1M | NASDAQ U.S. Broad Dividend Achievers Index TR (DAATR): 2.5M | S&P 500® Total Return Index: 3.1M
Growth Of A Hypothetical $1 Million Investment | Beginning 3/31/03 and ending 12/31/15, the $1 million investment would grow to: ThomasPartners Dividend Growth Strategy Composite (net of actual fees): 3.1M | NASDAQ U.S. Broad Dividend Achievers Index TR (DAATR): 2.5M | S&P 500® Total Return Index: 3.1M

Investment minimum and fees.

The minimum investment is $100,000.

Amount of investment Annual program fee
Amounts up to $500,000 0.90%
Next $500,000 (over $500,000 up to $1 million) 0.80%
Next $1 million (over $1 million up to $2 million) 0.70%
Next $3 million (over $2 million up to $5 million) 0.60%
Over $5 million 0.50%

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Past performance does not guarantee future results; the value of investments and the income derived from them can go down as well as up. Future returns and the achievement of stated goals are not guaranteed, and a loss of principal may occur.