Canadian Equity Fund
Investment Objectives: To achieve long-term capital appreciation by investing primarily in equity securities of large and small cap Canadian companies.
Inception Date: February 1992
Investment Style: The Fund adheres to the principles of Economic Value Added or EVA® to maximize returns and reduce risk.
Portfolio Advisor: Kingwest & Company
Advisor Inception Date: December 1997
About the Advisor: Richard Fogler, Managing Director and Chief Investment Officer of Kingwest & Company, manages the Northwest Canadian Equity, Growth and Income and U.S. Equity Funds. A graduate of the Wharton School at the University of Pennsylvania with post-graduate studies at the Sorbonne in France, Richard has over 30 years investment experience.
| Total Assets | Management Fee | MER | Distribution Frequency |
| $371.4 million | 2.00% | 2.51% | Annually |
| 3 Mo. | 6 Mo. | YTD | 1 Yr. | 3 Yr. | 5 Yr. | 10 Yr. | Since Inception |
|
| Canadian Equity Fund | -1.26% | -9.52% | -9.52% | -21.09% | 3.38% | 8.49% | 6.88% | 8.76% |
| Quartile Rank* | 4 | 4 | 4 | 4 | 3 | 3 | 2 | - |
| Front End | Back End | Volume Sales | Low Load | F-Series | I-Series |
| NWT108 | NWT209 | NWT309 | NWT808 | NWT509 | NWT709 |
Summary of Investment Portfolio March 31, 2008.
Management Report on Fund Performance as at March 31, 2008.
Proxy Voting Record: To view the proxy voting record for the fund, please click this link and then select the fund from the drop down menu.
