Our Mutual Funds

McLean Budden works with various types of investors. In order to fulfill a wide variety of client needs, risk preferences and investment styles, we have developed a number of different mutual funds and pooled funds. For more information on any of our mutual funds, simply click on the fund title to access specific details.

Asset Class Fund Name

MER
Class D

Denominations
Canadian Money Market McLean Budden Money Market Fund 0.55% CAD
Canadian Fixed Income McLean Budden Fixed Income Fund 0.65% CAD
Global Equity McLean Budden Global Equity Fund 1.25% CAD & USD
International Equity McLean Budden International Equity Fund 1.25% CAD & USD
U.S. Equity McLean Budden American Equity Fund 1.25% CAD & USD
Canadian Dividend & Income Equity McLean Budden High Income Equity Fund 1.25% CAD
Canadian Focused Equity McLean Budden Canadian Equity Value Fund 1.25% CAD
Canadian Equity McLean Budden Canadian Equity Fund 1.25% CAD
Canadian Focused Equity McLean Budden Canadian Equity Growth Fund 1.25% CAD
Global Neutral Balanced McLean Budden Balanced Value Fund 0.95% CAD
Global Neutral Balanced McLean Budden Balanced Growth Fund  0.95% CAD

McLean Budden manages discretionary portfolios for investors with portfolios of $500,000 and larger. McLean Budden funds are available from $10,000 and can be purchased through a discount broker, investment adviser or financial planner. In Quebec, our Mutual Funds can be purchased from us directly with a minimum investment of $10,000.

For discretionary management through McLean Budden or for further information on how to purchase our funds through a broker or adviser, please contact Michael Bissonnette at +1 416 862 8614, or toll free at 1 800 884 0436.

For inquiries from Quebec residents, please call Nicole Legault +1 514 938 3278.

If you already have an account with us and want to view our list of forms, click here.