IA Clarington Focused Canadian Equity Class

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

Investment Goal

The Fund seeks long-term capital growth by investing primarily in Canadian equities. The Fund may invest up to 49% of its assets in foreign securities.
Key Reasons to Invest
  • A complementary approach to conventional portfolios that invests in smaller- and medium-capitalized companies that the manager believes have sustainable competitive advantages.
  • Invests in quality companies with lower valuations that are growing at higher rates than the market and typically pay a dividend.
  • Focused portfolio of 25–40 of the portfolio manager’s best ideas, with individual sector weights generally kept under 25% to ensure diversification.

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