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McLean Budden Canadian Equity Value Fund

Objective

The Canadian Equity Value Fund targets capital appreciation through investment in Canadian equities. The Fund’s Canadian holdings are supplemented by a benchmark weighting of 25% global equities. The Canadian Value Team focuses on large and mid-capitalization stocks emphasizing companies that meet their valuation criteria when compared to either peersor historical valuation levels. Financial strength, relative valuation and the presence of a catalyst for value realization are some of the key criteria influencing security selection.
 

Fund Managers

MFS McLean Budden Canadian Equity Value Team along with the MFS McLean Budden Global 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 individuals who have a longer term investment time horizon and a tolerance for medium volatility. Conservative investors can invest a component of their total portfolio in this Fund to provide portfolio diversification.

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