Global Growth and Income - Closed
Investment Objectives: To increase its value through capital appreciation and reinvestment of revenues, with due regard to security of capital, by investing (i) primarily in equity securities of global companies (including Canadian companies) and (ii) to a lesser extent in bonds, debentures and other securities issued by governments, financial institutions and companies in Canada and foreign countries. The fixed income component will range from AAA sovereign debt to non-investment grade corporate debt
Inception Date: July 2007
Investment Style:
Bernstein: deep value based on normalized earnings over a projected 5 year period
Aviva: “Bottom up” securities selection process concentrating first on individual company fundamentals before industry considerations and economic trends.
Portfolio Advisors:
About the Advisors:
Sharon E. Fay,
Executive Vice President and Chief Investment Officer – Global Value Equities
Josh Rank, Director, Portfolio Manager of High Yield
Download Portfolio Manager Profile - AB Download Portfolio Manager Profile - Aviva
Other funds to consider:
Northwest Growth and Income Fund Northwest Quadrant Balanced Portfolio Northwest Quadrant Balanced Growth Portfolio
| Total Assets | Management Fee | MER | Distribution Frequency |
| 3 Mo. | 6 Mo. | YTD | 1 Yr. | 3 Yr. | 5 Yr. | 10 Yr. | Since Inception |
|
| Global Growth and Income - Closed | - | - | - | |||||
| Quartile Rank* |
| Front End | Back End | Volume Sales | Low Load | F-Series | I-Series |
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.
