MB Global Equity Growth Fund

Objective

The Fund aims to provide investors with a superior real rate of return, primarily through capital appreciation, over the long-term by investing in a diversified portfolio of global equities.

The stocks are chosen for their growth potential. This means the stock's expected earnings growth is faster than the expected earnings growth for the overall market.

The MB Global Equity Growth Fund is comprised of 60 to 80 securities with an emphasis on large companies that are leaders within their industry.
 

Fund Startup   July 2002 
Inception of Composite  May 2002
Distribution Frequency    Quarterly 
DC/DB Pensions Eligible Yes 
Individual RRSP Eligible   No

Fund Managers

McLean Budden Global Equity Growth Team
 

Volatility Profile

The Fund is suitable for clients with a moderate to above average tolerance for risk and a longer-term investment time horizon.

As stocks have traditionally risen in value more than other types of investments, they offer the greatest potential for long-term growth. However, investing in stocks is also riskier than other investments as stock prices fluctuate more than other types of investments.

The MB Global Equity Growth Fund provides an opportunity to diversify across many markets and reduces risks that are associated with a single country fund. It does, however, have risk associated with foreign exchange rates and market conditions in other countries.

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For all general inquiries, please contact us any time at

+1 416 862 9800

privatewealth@mcleanbudden.com

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