Investment Objective
The fundamental investment
objective is to seek to achieve
long-term capital growth by
investing primarily in equity
securities of issuers outside of
Canada and the United States.
Benchmark Statement
MSCI EAFE ND(C$)
Recommended For
This Fund may be suitable for
medium to long-term investors
who already have sufficient
Canadian and U.S. investments
and are seeking geographic
diversification outside of
North America, would like some
currency exposure outside of
North America and are
contributing to the growth
component of a diversified
porftolio. Investors in this
Fund should be willing to
accept a moderate level of
risk.
Why Invest
Opportunity to gain exposure to
established companies in Europe,
Australasia, and the Far East.
Positioned to take advantage of
global economic trends.
Portfolio Update
Quarterly Update
Security selection drove performance versus the MSCI EAFE Index – Net Dividend (C$), particularly in the finance and capital equipment sectors. An overweight in the energy sector was negative. Currency selection was positive. The value opportunity, as demonstrated by the difference in valuation between the most expensive and the most attractively valued stocks in the market, remains very high. The portfolio adviser looks to take advantage of attractive valuations across a wide range of sectors, ensuring that the Portfolio remains primarily exposed to a range of idiosyncratic controversies, where research insight can add significant value.
(September 2012)
General Description
| Fund Codes:
|
TDB829,
ISC Version
TDB839,
DSC Version
TDB849,
LSC Version
TDB130,
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:
|
2.54% MER as of December 31, 2012
|
| Sector Class:
|
International Equity
|
| Inception Date:
|
Dec. 1, 2003
|
| Assets:
|
$ 581.51 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
News
Sorry there are no news articles available.
Downloads
Internet Security
