Investment Objective
The fundamental investment
objective is to seek to achieve
long-term capital growth by
investing primarily in equity
securities of large
capitalization issuers, a
majority of which will be
issuers in Canada.
Benchmark Statement
100% S&P/TSX 60 Index
Recommended For
This Fund may be suitable for
medium to long-term investors
who are seeking a high-
quality, large-cap equity
investment, 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
Invest in large-cap stocks of
companies that have the size
and stability to better
withstand economic downturns.
Portfolio Advisers are
committed to a strategy of
minimizing volatility while
preserving growth
opportunities.
Aim to deliver returns
relative to the investment
risk involved.
Portfolio Update
Quarterly Update
Canadian equities generated modestly positive returns for the quarter, with the S&P/TSX Index rising 1.7 percent. Eight of the Index’s ten sectors rose over the quarter, led by consumer staples, information technology and industrials. Although China showed signs that its economic slowdown may have bottomed - which would be positive for Canadian commodities - and U.S. housing and employment data both showed improvement, investors were distracted by fiscal cliff developments. The portfolio adviser is cautiously optimistic that 2013 will be a positive year for equities. The fundamentals are supportive; however, the caveat is that financial markets remain at the mercy of politicians in Washington, Brussels and Beijing.
(December 2012)
General Description
| Fund Codes:
|
TDB824,
ISC Version
TDB834,
DSC Version
TDB844,
LSC Version
TDB116,
LSC2 Version
|
| Minimum non-RSP Investment:
|
$ 500.00
|
| Minimum RSP Investment:
|
$ 500.00
|
| Minimum Subsequent Investment:
|
$ 100.00
|
| Early Redemption:
|
Up to 2.00% of purchase cost if redeemed within 30 days of purchase.
|
|
MER:
|
2.26% MER as of December 31, 2012
|
| Sector Class:
|
Canadian Focused Equity
|
| Inception Date:
|
Nov. 12, 2002
|
| Assets:
|
$ 1190.33 million as of May 31, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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