• Reviews and Financial Statements
• Unit Values
• Performance
• Proxy Voting
• Income and Capital Gains

MB Global Equity Value 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 potential value. This means that stocks chosen are considered to be undervalued in relation to their historical price, industry competitors and/or the overall market.

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

Fund Managers

McLean Budden Global Equity Value 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 Value 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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