Investment Objective

The principal objective of the strategy is the achievement of a balance of long-term growth of capital and a high level of stable income by investing primarily in Canadian equity securities.

Investment Strategy

The strategy may invest in any Canadian equity security including, but not limited to, common equities, exchange-traded funds, REITs and other flowthrough securities.

We primarily use a fundamental, bottom-up approach to security analysis. We seek out attractive income generating equities and invest in the securities of those which can be obtained at a reasonable price.

The strategy will maintain a Canadian equity focus. However, due to increased global integration and cross-border corporate transactions, the Fund may invest up to 10% of its market value in individual foreign equities that have either significant business operations in Canada or are listed on the TSX. The portfolio normally consists of 35 to 50 names.

Related Strategies

Prospectus Series I
Prospectus Series W
Segregated Accounts