IA Clarington Global 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’s objective is to provide a combination of income and long-term capital growth through investment in a portfolio consisting primarily of equity securities of businesses located around the world.
Key Reasons to Invest
  • A core global approach that invests in larger companies outside of Canada that the manager believes have sustainable competitive advantages.
  • The manager employs a disciplined investment process that focuses on identifying companies that typically pay a dividend by employing a bottom-up approach that focuses of fundamental valuation as well as an assessment of a country's competitive position, currency, and economic growth prospects. 
  • Differentiated portfolio of 25-40 of the portfolio manager’s best ideas operating in developed countries around the world that differs from the index.

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