The fundamental investment
objective is to achieve long-
term capital appreciation
through investments in high-
quality equity securities issued
principally by Canadian
corporations judged to offer
high growth potential.
S&P/TSX Composite Index
This Fund may be suitable for
medium to long-term investors
who are: seeking exposure to a
well diversified portfolio of
Canadian growth companies;
seeking exposure to some
foreign equities; and are
contributing to the growth
component of a diversified
portfolio. Investors in this
Fund should be willing to
accept a moderate level of
risk.
Why Invest
The Fund provides you with the
opportunity
to gain exposure to Canadian
growth
companies while aiming for a
superior
risk-adjusted return.
Under the guidance of an
experienced
portfolio management team, the
Fund could
also benefit from the long
term growth
potential of the global
economy.
Portfolio Update
Quarterly Update
The S&P/TSX Composite Index rose 1.7 percent over the quarter. Eight of the Index’s ten sectors rose, led by consumer Staples, information technology and industrials. Equity prices were spurred by continuing accommodative monetary policies, positive economic news from China, which is a major consumer of Canadian commodities, and by improvements in U.S. housing and employment data. However, gains were moderated somewhat as political wrangling over solutions to the fiscal cliff distracted investors.
Entering 2013, equity fundamentals appear positive. Valuations are at attractive levels, with corporations generally having strong balance sheets and healthy free cash flows. Additionally, U.S. economic data is improving, especially in the housing and auto sectors. With this in mind, the Fund recently added to its holding in economically-sensitive companies.
(December 2012)
General Description - Segregated Fund
| Segregated Fund Codes:
|
TDG273,
ISC Version
TDG473,
DSC Version
|
| Minimum non-RSP Investment:
|
$ 5000.00
|
| Minimum RSP Investment:
|
$ 5000.00
|
| Minimum Subsequent Investment:
|
$ 1000.00
|
| Early Redemption:
|
Early Redemption Fee of 2.00% may be payable to Fund, if units are sold within 90 days of purchase.
|
|
Segregated Fund MER:
|
5.17% MER as of December 31, 2012
|
| Sector Class:
|
Canadian Focused Equity
|
| Inception Date:
|
Feb. 1, 2000
|
| Segregated Fund Assets:
|
$ 1.79 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$50.00
|
|
News
Sorry there are no news articles available.
Downloads
Internet Security
