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MB Responsible Global 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 global 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 Global Equity Fund is comprised of 80 to 100 securities with an emphasis on large companies that are leaders within their industry.

The MB Responsible Global Equity Fund is a screened version of the existing MB Global 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 brochure.

Fund Managers

McLean Budden Global Equity (Core) and SRI Teams
 

Volatility Profile

The Fund is suitable for clients with moderate to above average tolerance for risk and a medium to long-term investment 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 Global Equity 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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