IA Clarington Global Opportunities Fund
Fund Code(s)
Distributions
MER
as at
Risk
| Low | Medium | High | ||
Inception Date
Total value
Minimum Investment
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 %
Distributions
Distribution frequency:
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| Income |
| Dividends |
| Capital Gains |
| Return of Capital |
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Commentaries