AMPRDX

About AMPRDX

AMP Rising Dividend Collective Investment Trust is an equity-focused collective investment trust designed to provide long-term capital appreciation and attractive yield through investments in dividend-paying securities. The portfolio is primarily composed of domestic and international equities—including American Depository Receipts—and master limited partnerships, with the flexibility to allocate to mutual funds and exchange-traded funds as opportunities arise. Asset selection is driven by a combination of fundamental and quantitative analysis, alongside qualitative evaluation, with a focus on companies exhibiting robust dividend policies, consistent earnings, and reliable payout histories. Sell decisions are based on deteriorating fundamentals, dividend reductions, or significant sector shifts, allowing the portfolio to adjust to changing market dynamics. The trust aims to achieve a higher dividend yield and lower volatility compared to major equity benchmarks over a market cycle. Managed by a dedicated team at AMP Wealth Management, the trust is structured for institutional investors—such as retirement plans—offering a strategic approach centered on dividend growth as a distinct investment style rather than a subset of value investing.