IA Clarington Strategic Equity Income Class

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

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 %

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