With this Fund, we have the latitude to focus investments in whatever sector and global region will provide the strongest growth potential for investors. This strategy is ideal for investors looking to add an aggressive growth component to their portfolios.
The objective is to achieve above-average performance through investment in the equity securities of a diversified group of publicly traded companies, using a top-down/bottom-up approach to achieve capital appreciation.
RRSP-eligible, the Fund invests primarily in Canadian companies, but may invest anywhere in the world and, depending on market conditions, and may shift its emphasis from one industry sector to another.
|Series BFSC 202 (FE)||$5.9934||+$0.0637+1.07%|
|Series AFSC 201 (LL)||$5.9959||+$0.0637+1.07%|
|Series FFSC 203 (NL)||$6.4297||+$0.0685+1.08%|
Value Added Monthly Index (VAMI) Since Inception
|1 month||Year-to-Date||1 year||3 year||5 year||10 year||CAGR |
as at 3/31/2013
Top Ten Holdings
as at 3/31/2013; listed alphabetically
- ANGLE ENERGY INC
- CANELSON DRILLING
- CREW ENERGY
- DOW CHEMICAL COMPANY
- ENSIGN ENERGY SERVCS
- LARICINA ENERGY LTD
- PHOENIX ENERGY SVCS
- SOUTHERN PACIFIC RES
- TOURMALINE OIL CORP
- WHITECAP RESOURCES
* Performance and NAV information provided is unaudited, and net of all fees and expenses.
- FUNDGRADE A rating awarded to Series A and Series B; Globefund rating awared to Series B
- Please read our disclaimer