IA Clarington Strategic Equity Income Class
Fund Code(s)
Distributions
MER
as at
Risk
Low | Medium | High |
Inception Date
Total value
Minimum Investment
Investment Goal
The Fund invests primarily in high quality dividend paying common and preferred shares of Canadian and U.S. issuers, as well as income trust units and/or fixed income securities of Canadian and U.S. issuers.
Key Reasons to Invest
- Provides access to dividend-paying companies that are considered to be undervalued by the manager and exhibit growth potential
- Endeavours to strategically position the Fund through all market conditions
- Rigorous & active investment process that focuses on safety of income and incorporates the manager’s macro outlook
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 |
Commentaries