IA Clarington Canadian Leaders Class

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 achieve long-term capital appreciation that is consistent with the protection of the Fund’s capital.  The Fund can invest up to 30% in foreign securities.
Key Reasons to Invest
  • A core portfolio comprised of securities that the portfolio manager considers are leaders in their respective industry.
  • The manager selects stocks of companies that possess strong and consistent earnings with good dividend growth potential. The holdings are generally well diversified across industry groups.
  • Generally targets between 50 and 75 holdings.

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