Our Mutual Funds
MFS 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 |
Denominations |
| Canadian Money Market | McLean Budden Money Market Fund | 0.55% | CAD |
| Canadian Fixed Income | McLean Budden Fixed Income Fund | 0.65% | CAD |
| Canadian Fixed Income | McLean Budden Real Return Bond Fund | 0.60% | CAD |
| Global Fixed Income | McLean Budden Global Bond Fund | 0.75% | CAD & USD |
| 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 Dividend Income Fund¹ | 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 |
¹Formerly the McLean Budden High Income Equity Fund
MFS McLean Budden manages discretionary portfolios for investors with portfolios of $1,000,000 and larger. MFS 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 MFS 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.
