IA Clarington Growth & Income 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 provide income and long term capital appreciation by investing primarily in equity securities of companies in Canada as well as the U.S., and higher yielding income-oriented securities.
Key Reasons to Invest
  • Differentiated income-focused balanced fund that complements conventional portfolios.
  • Invests in overlooked small and mid-cap dividend-paying businesses that the portfolio manager believes to be undervalued and have the potential to grow
  • Provides fixed income diversification through senior secured loans and high yield debt securities which are less interest-rate sensitive.

Portfolio Managers

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

Distribution frequency:

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
        Key Documents