To provide long term capital growth by taking advantage of the VALMO strategy in the Canadian market, with a momentum tilt.
The Canadian stock market is one of the markets in the world where momentum is the most powerful. The Canadian Equity Fund primarily selects securities that have the most momentum among the most liquid securities in the Canadian market and adds value stocks to that selection for portfolio diversification. The portfolio composition may be very different from the index.
|Canadian Portfolio Structure|
|Benchmark: S&P/TSX Composite|
|Selection universe:||150 stocks||S&P/TSX Composite|
|Number of stocks in portfolio||15-40 stocks||30-60 stocks|
|Maximum regeneration period||3 months||6 months|
|Turnover||2-4 times a year||Around once a year|
|Maximum by sector||None||None|
|Maximum by stock||10%||10%|
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.