IA Clarington Thematic Innovation Class

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

Investment Goal

The Fund seeks to achieve long-term capital growth by investing primarily in U.S. equities.
Key Reasons to Invest
  • The Fund offers exposure to innovative U.S. large-cap companies that seek to benefit from technological advances and/or prosper in a perpetually changing environment
  • Disciplined investment process that combines qualitative and quantitative analysis with a focus on risk management
  • Well diversified portfolio that aims to invest broadly across sectors of the economy

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