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McLean Budden Global Equity Fund

Objective

The Global Equity Fund targets capital growth through investments in equities of large companies. Portfolio construction is based upon a team-oriented, fundamental, research-driven approach to selecting securities. The Global Equity Team selects stocks with an emphasis on the key criteria of earnings growth and stability, management quality, financial strength, relative value, business potential and return on equity. Portfolio risk controls are managed at the individual security, sector, industry and regional levels.

Fund Managers

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

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