Global Equity Fund
Investment Objectives: To achieve long-term growth by investing in international equity securities (including U.S.) across all market capitalization.
Inception Date: March 1995
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: Beutel, Goodman & Co.
Advisor Inception Date: March 2007
About the Advisor: Gavin Ivory, CFA, Vice President, Beutel, Goodman & Co., has managed non-domestic equities for over 21 years. A member of Beutel Goodman’s asset mix committee, he co-leads the Global Equity team.
| Total Assets | Management Fee | MER | Distribution Frequency |
| $181.4 million | 2.25% | 2.85% | Annually |
| 3 Mo. | 6 Mo. | YTD | 1 Yr. | 3 Yr. | 5 Yr. | 10 Yr. | Since Inception |
|
| Global Equity Fund | -5.26% | -8.75% | -8.75% | -16.83% | -0.84% | 4.79% | 1.02% | 4.19% |
| Quartile Rank* | 1 | 1 | 1 | 3 | 4 | 1 | 2 | - |
| Front End | Back End | Volume Sales | Low Load | F-Series | I-Series |
| NWT110 | NWT211 | NWT311 | NWT810 | NWT511 | NWT711 |
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.
