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:
| Total Assets | Management Fee | MER | Distribution Frequency |
| $286.3 million | 2.00% | 2.55% | Annually |
| 3 Mo. | 6 Mo. | YTD | 1 Yr. | 3 Yr. | 5 Yr. | 10 Yr. | Since Inception |
|
| Canadian Equity Fund | 5.1% | 6.4% | -0.1% | 45.2% | -8.6% | 2.1% | 4.8% | 4.8% |
| Quartile Rank* |
| Front End | Back End | Volume Sales | Low Load | F-Series | I-Series |
| NWT108 | NWT209 | NWT309 | NWT808 | NWT509 | NWT709 |
Summary of Investment Portfolio December 31, 2009.
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.
