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: December 1991
Investment Style: The Fund adheres to the principles of Economic Value Added or EVA® to maximize returns and reduce risk.
Portfolio Advisor:
Richard Fogler,
Managing Director and
Chief Investment Officer
Download Portfolio Manager Profile
Download Morningstar Report
Other funds to consider:
fund details as at 31/08/2010
| Total Assets | Management Fee | MER | Distribution Frequency |
| $277.5 million | 2.00% | 2.55% | Annually |
portfolio performance
| 3 Mo. | 6 Mo. | YTD | 1 Yr. | 3 Yr. | 5 Yr. | 10 Yr. | Since Inception |
|
| Canadian Equity Fund | 0.5% | 3.5% | 3.4% | 10.1% | -6.9% | 0.3% | 3.7% | 3.7% |
| Quartile Rank* |
fund codes
| Front End | Back End | Volume Sales | Low Load | F-Series | I-Series |
| NWT108 | NWT209 | NWT309 | NWT808 | NWT509 | NWT709 |
Interim Management Report on Fund Performance as at March 31, 2010.
Summary of Investment Portfolio as at June 30, 2010.Management Report on Fund Performance as at September 30, 2009.
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.
