McLean Budden International Equity Fund

Objective


The International Equity Fund aims for long-term capital growth through investments in well-capitalized international equity securities. Portfolio construction is based upon a team-oriented, fundamental, research-driven approach to selecting securities. The EAFE (Europe, Australasia, Far East) 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, industry and regional levels.

 

Startup    July 1998
Distribution Frequency    Annually 
Management Fee (Class D)   1.25%
Denomination CAD & USD 
RRSP/TFSA Eligible  CAD – Yes
USD – No

 

Fund Managers


MFS McLean Budden International 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 may choose to invest a portion of their total portfolio in this Fund to provide portfolio diversification.

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