IA Clarington Global Equity Fund

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 provide a combination of income and long-term capital growth through investment in a portfolio consisting primarily of equity securities of businesses located around the world.
Key Reasons to Invest
  • A core global approach that invests in larger companies outside of Canada that the manager believes have sustainable competitive advantages.
  • The manager employs a disciplined investment process that focuses on identifying companies that typically pay a dividend by employing a bottom-up approach that focuses on fundamental valuation as well as an assessment of a country's competitive position, currency, and economic growth prospects. 
  • Differentiated portfolio of 25-40 of the portfolio manager’s best ideas operating in developed countries around the world that differs from the index.

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
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Key Documents
Support Material
    Regulatory Documents
      Financial Documents

        Average Term (Days)
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        Top 10 Holdings

        Top 10 Long Holdings
        Top 10 Short Holdings
        Overall exposure
        Geographic Allocation
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        Key Documents