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Alpine Dynamic Dividend Fund;Institutional

Ranked 28 out of 244 in - Global Equity Income over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks high current dividend income that qualifies for reduced federal income tax rates while also focusing on total return for long-term capital growth. The Fund will invest at least 80% of its net assets in the equity securities of certain domestic and foreign corporations that pay dividend income.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Equity Income over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 23.4% 7.0% 4.8% 4.1% 5.8%
2016 7.4% -1.3% 0.6% 4.9% 3.1%
2015 -1.0% 5.2% 0.2% -9.7% 4.0%
2014 6.9% 1.6% 5.5% -3.0% 2.9%
2013 20.6% 7.4% -2.6% 7.0% 7.7%
2012 8.7% 9.6% -6.4% 6.3% -0.4%
2011 -15.7% 6.0% -1.9% -24.6% 7.6%
2010 12.1% 3.6% -17.6% 13.9% 15.3%
2009 25.7% -8.3% 9.9% 14.7% 8.7%
2008 -49.0% -10.5% -3.8% -21.4% -24.6%
2007 6.1% 3.9% 4.4% 0.8% -3.0%
2006 22.6% 8.5% -0.2% 1.1% 12.0%
2005 7.2% 0.2% 0.2% 6.0% 0.8%
2004 23.3% 6.8% 3.9% 1.0% 9.9%
2003 17.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date22/09/2003
  • Share Class size171Mn
  • Base currencyUSD
  • ISIN US0208752099

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.99%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).