Investment Objective
The fundamental investment
objective is to seek to
achieve long-term capital
appreciation by investing
primarily in equity securities
of companies from anywhere in
the world, including companies
considered to be global
leaders in their respective
industries.
Benchmark Statement
MSCI World Index ND (C$)
Recommended For
This Fund may be suitable for
medium to long-term investors
who are contributing to the
growth component of a
diversified portfolio and are
seeking a core global equity
fund with wide geographic
diversification and some
foreign currency exposure.
Investors in this Fund should
be willing to accept a
moderate level of risk.
Why Invest
The Fund provides you with the
opportunity
to invest in North American
and international equities of
leading global companies in
various industries.
The Fund aims to deliver
superior returns
relative to the investment
risk involved.
Portfolio Update
Quarterly Update
Equity markets recorded
further gains during the final
quarter of 2012, with the
actions of authorities,
particularly the U.S. and
European central banks,
providing sufficient support
to counteract some concerns
about government finances.
Fund underperformance to the
MSCI World Index - Net
Dividends (C$) was
attributable mainly to
cautious exposure to the
strongly performing financials
sector, and to the weakness of
gold mining holdings. Stock
selection in the industrials
and health care sectors was
also adverse. The portfolio
adviser believes it is
appropriate to strike a
balance between contrasting
risks and opportunities in
financial markets.
(December 2012)
General Description - Segregated Fund
| Segregated Fund Codes:
|
TDG275,
ISC Version
TDG475,
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:
|
5.46% MER as of December 31, 2012
|
| Sector Class:
|
Global Equity
|
| Inception Date:
|
Feb. 1, 2000
|
| Segregated Fund Assets:
|
$ 0.20 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$50.00
|
|
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