| Objective
The Fund aims for long-term capital growth by investing in large and mid sized Canadian companies that are undervalued relative to their industries or the overall market. In addition to superior value, our Canadian Equity Value team seeks stocks with a catalyst(s) to help realize the value.
| Startup |
 |
July 1999 |
| Distribution Frequency |
 |
Annually |
| Management fee |
 |
1.25%1 |
| RRSP Eligible |
 |
Yes |
1McLean Budden assumes responsibility for the payment of all administrative expenses.
Fund Managers
Canadian Equity Value 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 individuals who have a longer term investment time horizon but not as high a tolerance for volatility as growth investors. Conservative investors can invest a component of their total portfolio in this Fund to provide portfolio diversification.
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