IA Clarington Canadian Conservative Equity 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 seek to achieve long-term capital growth and maintain value by investing primarily in equity securities of Canadian companies. It may invest in those securities either directly or by investing in securities of another mutual fund that invests in those 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 (underlying trust version)
  • 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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Performance - %
YTD 1mo 3mo 1yr 3yr 5yr 10yr Since Inception
Rate of Return
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Distributions

Distribution frequency:

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

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        Top 10 Holdings

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        Key Documents