McLean Budden Canadian Equity Value Fund

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.

McLean Budden Balanced Growth Fund
McLean Budden Balanced Value Fund
McLean Budden Canadian Equity Growth Fund
McLean Budden Canadian Equity Fund
McLean Budden Canadian Equity Value Fund
McLean Budden High Income Equity Fund
   
McLean Budden American Equity Fund
McLean Budden International Equity Fund
McLean Budden Global Equity Fund
McLean Budden Fixed Income Fund
McLean Budden Money Market Fund