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 and global (U.S. and international) equities.

Stocks chosen are considered to be either undervalued in relation to their historical price, industry competitors and/or the overall market, or have prospects for above average earnings growth.

The majority of the Canadian equity portion of the MB Canadian Equity Plus Fund will be selected from the largest one hundred stocks in the Canadian market. Global equity selections will generally be large companies that are considered to be leaders in their respective industries.

Fund Startup		June 1997
Inception of Composite		May 1998
Distribution Frequency		Quarterly
DC/DB Pensions Eligible		Yes
Individual RRSP Eligible		Yes

Fund Managers

McLean Budden Canadian Equity (Core) and Global Equity (Core) Teams

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 Plus Fund invests in Canadian and global stocks, therefore, it provides an opportunity to diversify across many markets and reduces the risks that are associated with a single country fund. It does, however, have risks associated with foreign exchange rates and market conditions in other countries.