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MB Canadian Equity Value 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 potential value. This means that stocks chosen are considered to be undervalued in relation to their historical price, industry competitors and/or the overall market.

The MB Canadian Equity Value Fund is comprised of 35 to 45 securities, generally selected from the largest one hundred companies in the Canadian market although undervalued medium sized companies are also included. These stocks have the potential to increase in price as their true value becomes fully recognized in the marketplace. Determining a catalyst that will cause this price adjustment is often a key factor. Stocks are also chosen based on their financial strength.
 

Fund Managers

MFS McLean Budden Canadian Equity Value 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 Value 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.

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