| Objective
The McLean Budden American Equity Fund aims for long-term capital growth by focusing its investments in large, well-capitalized U.S. companies. The McLean Budden Foreign Equity Team selects between 40 and 50 stocks from the S&P 500, which possess strong earnings growth, proven management, financial strength, business potential, earnings stability and good return on equity. The Fund allocates its net income and realized capital gains to contractholders, annually.
| Startup |
 |
January 1989 |
| Distribution Frequency |
|
Annually |
| Management fee |
|
1.25%1 |
| RRSP Eligible |
|
Yes |
1McLean Budden assumes responsibility for the payment of all administrative expenses.
Fund Managers
Foreign Equity Team
Features of the Fund
- Long-term capital growth
- Automatic reinvestment of annual net income and realized capital gains distribution
Volatility Profile
This Fund is suitable for growth oriented individuals who have a tolerance for volatility and longer investment time horizons. Conservative investors might wish to invest a small component of their total portfolio in this Fund to provide portfolio diversification.
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