IA Clarington Global Opportunities Class

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

Investment Goal

The Fund’s objective is to achieve long term capital appreciation by investing primarily in equity securities of companies around the world.
Key Reasons to Invest
  • All-cap global complement to conventional portfolios that invests in out-of-favor investments from many different industries and countries
  • Employs a rigorous bottom-up strategy that looks to invest in companies trading at a substantial discount to their estimated net asset which provides a margin of safety to investors
  • Concentrated portfolio of generally 30–40 holdings

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