McLean Budden Canadian Equity Fund
Objective
The Canadian Equity Fund targets capital appreciation through investment in Canadian equities. The composition of the Fund is based on an equal blend of decisions made by the MFS McLean Budden Canadian Equity Growth and Value Teams. The Value Team selects stocks based on criteria such as relative valuation or the presence of a catalyst for value realization. The Growth Team looks for opportunities exhibiting above-average earnings growth prospects. The overall portfolio is broadly diversified across industry sectors and is relatively style neutral.
| Startup | March 2004 |
| Distribution Frequency | Annually |
| Management Fee (Class D) | 1.25% |
| Denomination | CAD |
| RRSP/TFSA Eligible | Yes |
Fund Managers
MFS McLean Budden Canadian 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
The Fund is suitable for individuals who have a longer time horizon and a medium tolerance for volatility. Conservative investors can invest a component of their total portfolio in this fund to provide portfolio diversification.
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