International Strategic Value Dividend American Depositary Receipt with MAPs

Managed AccountsLarge Cap

Overview

STRATEGY

A composite of portfolios seeking income and long-term capital appreciation by investing primarily in the American Depository Receipts (ADRs) of non-U.S. companies with high dividend yields and dividend growth potential and in a Managed Account Pool that invests directly in foreign securities.

KEY FACTS
Key Facts - Part 1
Benchmark Morgan Stanley Capital International World ex United States High Dividend Yield Index
Key Facts - Part 2
Strategy Inception Date
Managed Accounts Pools (MAPs)

MAPs are unique asset class pools specifically designed for SMA strategies. They are registered investment companies with "zero" expense ratio (fees waived). MAPs are available only in conjunction with Federated Separate Accounts. The implementation of MAPs can be at the discretion of the financial advisor.

Specific Asset Class Pool Available with this Strategy:

  • International Dividend Strategy Portfolio
INVESTMENT GOALS Retirement
Growth
Income
Global Diversification
MANAGERS
Daniel Peris, Ph.D., CFA
Senior Vice President
Senior Portfolio Manager, Head of Strategic Value Dividend Team

joined Federated
19 years of experience
Deborah Bickerstaff
Vice President
Portfolio Manager

joined Federated
22 years of experience
Jared Hoff
Vice President
Portfolio Manager

joined Federated
17 years of experience
Michael Tucker
Vice President
Portfolio Manager

joined Federated
25 years of experience

Characteristics

Commentary

Documents