EAFE Fund
Investment Objectives: To achieve long-term growth by investing in the equity securities of Europe, Australia and the Far East, across primarily large and medium cap issuers.
Inception Date: October 2000
Investment Style:The Fund uses an intrinsic value model to invest in companies that exhibit earning power, free cash flow, a competitive advantage and competence of management.
Portfolio Advisor:
About the Advisor:
Jennifer Witterick,
President & CEO
Download Portfolio Manager Profile
Download Morningstar Report
Other funds to consider:
Northwest Global Equity Fund Northwest Quadrant Global Growth Portfolio Northwest Quadrant Global Equity Portfolio
| Total Assets | Management Fee | MER | Distribution Frequency |
| $69.9 million | 2.25% | 2.96% | Annually |
| 3 Mo. | 6 Mo. | YTD | 1 Yr. | 3 Yr. | 5 Yr. | 10 Yr. | Since Inception |
|
| EAFE Fund | 6.5% | 0.5% | -6.6% | -4.9% | -11.9% | -4.2% | -6.0% | |
| Quartile Rank* | - |
| Front End | Back End | Volume Sales | Low Load | F-Series | I-Series |
| NWT130 | NWT231 | NWT331 | NWT830 | NWT531 | NWT731 |
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.
