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 |
| $72.6 million | 2.25% | 2.96% | Annually |
| 3 Mo. | 6 Mo. | YTD | 1 Yr. | 3 Yr. | 5 Yr. | 10 Yr. | Since Inception |
|
| EAFE Fund | -6.3% | -5.4% | -7.1% | 31.6% | -14.0% | -4.8% | -6.3% | |
| Quartile Rank* | - |
| Front End | Back End | Volume Sales | Low Load | F-Series | I-Series |
| NWT130 | NWT231 | NWT331 | NWT830 | NWT531 | NWT731 |
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.
