IA Clarington North American Opportunities Class

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 long-term capital appreciation by investing in equity securities issued by North American companies, with a focus on Canadian companies.
Key Reasons to Invest
  • A complementary approach to conventional portfolios that invests in overlooked small and mid-cap businesses
  • 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
  • Concentrated portfolio of 50-70 of the portfolio manager’s best ideas

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