MB Canadian Equity Growth Fund

Objective

The Fund aims to provide investors with a superior real rate of return, primarily through capital appreciation, over the long-term by investing in a diversified portfolio of Canadian equities.

The stocks are chosen for their growth potential. This means the stock's expected earnings growth is faster than the expected earnings growth for the overall market.

The MB Canadian Equity Growth Fund is comprised of 30 to 40 securities, generally selected from the largest one hundred companies in the Canadian market although smaller companies with outstanding growth potential are also included. Emphasis is usually on non-cyclical companies, due to their stable long-term earnings potential.

Fund Startup

September 1980

Inception of Composite

January 1992

Distribution Frequency

Quarterly

DC/DB Pensions Eligible

Yes

Individual RRSP Eligible

Yes


Fund Managers

McLean Budden Canadian Equity Growth Team


Volatility Profile

The Fund is suitable for clients with a moderate to high-risk tolerance and a longer-term investment time horizon.

As stocks have traditionally risen in value more than other types of investments, they offer the greatest potential for long-term growth. However, investing in stocks is also riskier than other investments as stock prices fluctuate more than other types of investments.

The MB Canadian Equity Growth Fund invests in Canadian companies; therefore, its value depends in part upon how the Canadian stock market is performing and the health of the Canadian economy. Due to the fact that this Fund invests in many industries, it is less risky than a fund that specializes in a specific industry.


Note: The MB Canadian Equity Growth Fund is closed on a specialty basis. Alternatively, investors can participate in the MB Canadian Equity Fund, which is a blend of our growth and value styles or the MB Canadian Equity Plus Fund which is a diversified portfolio that includes Canadian and global equities.

MB Balanced Growth Pension
MB Balanced Growth
MB Balanced Value
MB Balanced
MB Private Balanced
MB Canadian Equity Growth
MB Canadian Equity Value
MB Canadian Equity
MB Canadian Equity Plus
MB Global Equity Growth
MB Global Equity Value
MB Global Equity
MB American Equity
   
MB International Equity
MB Fixed Income
MB Long Term Fixed Income
MB Short Term Fixed Income
MB Fixed Income Plus
MB Money Market
MB Select Balanced
MB Select Canadian Equity
MB Select Global Equity
MB Select Fixed Income
MB LifePlan Income
MB LifePlan Growth & Income
MB LifePlan Growth