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

MB Responsible Canadian Equity 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 Canadian equities.

Stocks chosen are considered to be either undervalued in relation to their historical price, industry competitors and/or the overall market, or have prospects for above average earnings growth.
 
The MB Responsible Canadian Equity Fund is comprised of 50 to 70 securities, generally selected from the largest one hundred companies in the Canadian market although smaller companies with prices that do not reflect McLean Budden's estimate of their full value or with outstanding growth potential are also included.

The MB Responsible Canadian Equity Fund is a screened version of the existing MB Canadian Equity Fund. The screens exclude:

• Companies that derive more than 10% of their gross annual revenue from the manufacture and sale of tobacco products, alcoholic beverages, armaments, pornography, or from the provision of gaming facilities. 
• Companies with significant operations and/or suppliers that do not adhere to local employment standards, and do not address the issue.
• Companies whose negative impact on the environment is greater than the average of their peers.

For further information, please see the complete Socially Responsible Investing brouchure.

Fund Managers

McLean Budden Canadian Equity (Core) and SRI Teams
 

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 Responsible Canadian Equity Fund invests in Canadian companies; therefore, its value depends in part upon how the Canadian stock market is performing and the health of the Canadian economy. Due to the fact that this Fund invests in many industries, it is less risky than a fund that specializes in a specific industry.

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