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McLean Budden Canadian Equity Growth Fund

Objective

The Canadian Equity Growth Fund targets capital appreciation through investment in Canadian equities. The Fund’s Canadian holdings are supplemented by a benchmark weighting of 25% global equities. Portfolio construction is based upon a team-oriented, fundamental, research-driven approach to selecting securities. The Canadian Growth Team focuses on large capitalization stocks with a strong emphasis on growth-oriented companies. Earnings growth, management quality, financial strength and business potential are some of the key criteria influencing security selection.
 

Fund Managers

MFS McLean Budden Canadian Equity Growth 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 growth oriented individuals who have a medium tolerance for volatility and longer investment time horizons. Conservative investors can invest a small component of their total portfolio in this Fund to provide portfolio diversification

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