IA Clarington U.S. Equity Currency Neutral Fund
Fund Code(s)
Distributions
MER
as at
Risk
| Low | Medium | High | ||
Inception Date
Total value
Minimum Investment
Investment Goal
The Fund seeks capital appreciation and preservation by investing primarily in U.S. equities
Key Reasons to Invest
- A core, all-cap approach that invests in U.S. companies the manager believes have sustainable competitive advantages
- The manager employs a disciplined investment process that focuses on identifying companies with a proven track record, superior financial quality and the ability to pay dividends
- Emphasis on risk management to reduce volatility over time
- Currency neutral approach mitigates the impact of exchange rate fluctuations
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