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:
About the Advisor:
Gavin Ivory, Vice President
Download Portfolio Manager Profile
Download Morningstar Report
Other funds to consider:
Northwest EAFE Fund Northwest Quadrant Global Growth Portfolio Northwest Quadrant Global Equity Portfolio
| Total Assets | Management Fee | MER | Distribution Frequency |
| $164.7 million | 2.25% | 2.89% | Annually |
| 3 Mo. | 6 Mo. | YTD | 1 Yr. | 3 Yr. | 5 Yr. | 10 Yr. | Since Inception |
|
| Global Equity Fund | -2.9% | -0.4% | -3.9% | 24.0% | -10.8% | -3.6% | -1.2% | -1.2% |
| Quartile Rank* |
| Front End | Back End | Volume Sales | Low Load | F-Series | I-Series |
| NWT110 | NWT10211 | NWT10311 | NWT810 | NWT511 | NWT711 |
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.
