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McLean Budden American Equity Fund

Objective

The American Equity Fund aims for long-term capital growth through investments in well-capitalized U.S. equity securities. Portfolio construction is based upon a team-oriented, fundamental, research-driven approach to selecting securities. The U.S. Equity Team selects stocks with an emphasis on the key criteria of earnings growth and stability, management quality, financial strength, business potential and return on equity. Portfolio risk controls are managed at the individual security, sector and industry levels.

Fund Managers

MFS McLean Budden U.S. Equity Team

Features of the Fund

• Long-term capital growth
• Automatic reinvestment or disbursement of annual net income and realized capital gains distribution
 

Volatility Profile

This Fund is suitable for growth oriented individuals who have a medium to high tolerance for volatility and longer investment time horizons. Conservative investors might wish to invest a portion of their total portfolio in this Fund to provide portfolio diversification.

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