IA Clarington Focused U.S. Equity Class


Fund Code(s)
Asset Class
MER as at
Total value
Inception Date
Low Medium High

Investment Goal

The Fund seeks to achieve long-term capital growth by investing primarily in equity securities of U.S. companies.  The fund may invest up to 25% of its assets in non-U.S. securities.
Key Reasons to Invest
  • A complementary approach to conventional portfolios that seeks to discover hidden opportunities in the equity market that can provide attractive long-term capital growth
  • Invests in a diversified portfolio of primarily U.S. equity securities of any market capitalization that represent good value based on current stock prices relative to their intrinsic value.
  • Currency is actively managed.

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

        Geographic Allocation
        Asset Mix
        Asset Allocation
        Key Documents