IA Clarington Canadian Conservative Equity Fund

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

Investment Goal

The Fund’s objective is to seek to achieve long-term capital growth and maintain value by investing primarily in equity securities of Canadian companies.  The fund may invest up to 30% of its assets in foreign securities.
Key Reasons to Invest
  • A core portfolio that is well diversified by sectors and securities that has seen solid capital and income growth since its initial creation in 1950
  • Invests in primarily large cap companies with the potential to grow their dividends
  • The manager employs a disciplined investment process that blends a top down macro economic approach and bottom up security selection to select quality companies that have the potential to grow and are currently undervalued

Portfolio Managers

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Key Documents
Support Material
    Regulatory Documents
      Financial Documents

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