| Objective
The Fund aims for long-term capital appreciation by investing in a diversified portfolio based on an equal blend of decisions made by the underlying McLean Budden Growth and Value teams. Securities are selected for either their superior value or above average growth prospects. The result is a portfolio with an emphasis towards large and mid sized companies, that remains relatively style neutral and broadly diversified across sectors.
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Startup |
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March 2004 |
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Distribution Frequency |
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Annually |
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Management fee |
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1.25%1 |
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RRSP Eligible |
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Yes |
1McLean Budden assumes responsibility for the payment of all administrative expenses.
Fund Managers
Canadian Equity Team
Features of the Fund
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Long-term capital growth
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Automatic reinvestment of annual net income and realized capital gains distribution
Volatility Profile
The Fund is suitable for individuals who have a longer time horizon but whose risk tolerance is similar to that of the broad market. Conservative investors can invest a component of their total portfolio in this fund to provide portfolio diversification.
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