MB Canadian Equity Growth Fund

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.

The stocks are chosen for their growth potential. This means the stock's expected earnings growth is faster than the expected earnings growth for the overall market.

The MB Canadian Equity Growth Fund is comprised of 30 to 40 securities, generally selected from the largest one hundred companies in the Canadian market although smaller companies with outstanding growth potential are also included. Emphasis is usually on non-cyclical companies, due to their stable long-term earnings potential.
 

Fund Startup   September 1980 
Inception of Composite  January 1992
Distribution Frequency    Quarterly 
DC/DB Pensions Eligible Yes 
Individual RRSP Eligible   Yes

Fund Managers

MFS McLean Budden Canadian Equity Growth 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 Canadian Equity Growth Fund invests in Canadian companies; therefore, its value depends in part upon how the Canadian stock market is performing and the health of the Canadian economy. Due to the fact that this Fund invests in many industries, it is less risky than a fund that specializes in a specific industry.

Note: The MB Canadian Equity Growth Fund is closed on a specialty basis. Alternatively, investors can participate in the MB Canadian Equity Fund , which is a blend of our growth and value styles or the MB Canadian Equity Plus Fund which is a diversified portfolio that includes Canadian and global equities.

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