McLean Budden Canadian Equity      Fund (UCITS)

Investment 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 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 McLean Budden Canadian Equity Fund is comprised of 55 to 75 securities, generally selected from the largest one hundred companies in the Canadian market although smaller companies with prices that do not reflect McLean Budden's estimate of their full value or with outstanding growth potential are also included.
 

Class

 Client Type

Currency

 Dividends

MII*

 MSI** Mgmt Fees ISIN Code
A Institutional USD Accumulating $150,000 $150 2.00% Max IE00B 3M45616
B Institutional Euro Accumulating €100,000 €100 2.00% Max IE00B 3NWQX86
C Private Retail USD Accumulating $150,000 $150 2.00% Max IE00B 3M35807
D Private Retail Euro Accumulating €100,000 €100 2.00% Max IE00B 3NWB007
E Institutional GBP Accumulating £100,000 £100 2.00% Max IE00B 5KQ9275
F Private Retail GBP Accumulating £100,000 £100 2.00% Max IE00B 550JQ86
G Private Retail GBP Distributing £100,000 £100 2.00% Max IE00B 3RXX034

Note: * Minimum Initial Investment (MII), ** Minimum Subsequent Investment (MSI)

Trade Cycle: Trade Date plus three days (T+3)

Subscription Settlement Accounts: (IBAN #)
  • USD – LU743419220017457400
  • Euro – LU603416220017451400
  • GBP – LU113417220017456500 

 

 

Contact Details

RBC Dexia Investor Services (Dublin)
Bank S.A. Dublin Branch
George’s Quay House
43 T43 Townsend Street
Dublin 2
Ireland

Tel: +353 1 440 6555
Fax: +353 1 613 0401
If you would like to reach this office by email, click here.

 

For all general inquiries about McLean Budden, please contact us any time at

+44 (0) 1342 329833 (United Kingdom)

connect@mcleanbudden.com

If you would like to contact a particular office please click here.