IA Clarington Canadian Conservative Equity GIF

Fund Code(s)
Distributions
MER
as at
Management Fee
Reduced MER (est.)
Risk
Low Medium High
Inception Date
Total value

Investment Goal

The fund employs a value investment approach in selecting quality securities at attractive prices. The team selects rigorously reviewed companies with strong earnings/cash-flow ratios and dividend payments, which can be purchased at a reasonable price.
Key Reasons to Invest
  • Well diversified Fund by securities and sectors.  
  • Invests primarily in companies with growing dividends.
  • The Fund has seen its capital and income grow impressively since its inception in 1951.

Portfolio Managers


Annual Rates of Return - %
Performance - %
YTD 1mo 3mo 1yr 3yr 5yr 10yr Since Inception
Rate of Return
Average Annual Total Returns %
Performance %
Distributions

Distribution frequency:

Category
Income
Dividends
Capital Gains
Return of Capital
Total Distribution
Key Documents
Support Material
    Regulatory Documents
      Financial Documents

        Average Term (Days)
        Current Yield
        Top 10 Holdings

        Top 10 Long Holdings
        Top 10 Short Holdings
        Overall exposure
        Geographic Allocation
        Asset Mix
        Asset Allocation
        Commentaries
        Key Documents