IA Clarington U.S. Equity Currency Neutral Fund

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

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 %

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