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MB American Equity Fund

Objective

The Fund aims to provide a superior real rate of return, primarily through capital appreciation, over the long-term by investing in a diversified portfolio of U.S. 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.

Normally, at least seventy-five percent of the Fund will be invested in companies, which are included in the S&P 500 Index.
 

Fund Managers

MFS McLean Budden U.S. Equity Team
 

Volatility Profile

The Fund is suitable for clients with a moderate to above average tolerance for risk and a longer-term investment time horizon.

As stocks have traditionally risen in value more than other types of investments, they offer the greatest potential for long-term growth. However, investing in stocks is also riskier than other investments as stock prices fluctuate more than other types of investments.

The MB American Equity Fund invests in U.S. companies and its returns depend in part upon how the U.S. stock market is performing and the health of the U.S. economy and the foreign exchange rate. Due to the fact that this Fund invests in many industries, it is less risky than a fund that specializes in a specific industry.

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