Quadrant All Equity Portfolio

Investment Objective:
This Portfolio is ideal for investors seeking 100% exposure into equity markets and eliminates the need and risk potential of piecing together a portfolio of multiple mutual funds and securities.

Inception Date: June 2005

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Investment Style:To achieve its objective the Portfolio will invest in the following underlying funds:
fund

Portfolio Underlying Funds Allocation

 
Canadian Dividend Fund 16% chart
Canadian Equity Fund 22%
Specialty Equity Fund 10%
Specialty Innovations Fund 5%
Global Equity Fund 20%
U.S.Equity Fund 10%
EAFE Fund 17%

fund details as at 30/09/2009
Total Assets Management Fee MER Distribution Frequency
$20.5 million 2.10% 2.77% Annually

portfolio performance
  3 Mo. 6 Mo. YTD 1 Year 3 Year 5 Year 10 Year Since
Inception
Quadrant All Equity Portfolio 11.5%29.1%18.6%2.3%-4.4%---0.7%
*data source: PALTrak.

fund codes
Front End Back End Volume Sales Low Load F-Series I-Series
NWT10168 NWT10269 NWT10369 NWT868 NWT10569 -

Summary of Investment Portfolio December 31, 2009.
Management Report on Fund Performance as at September 30, 2009.
Proxy Voting Record: The fund invests only in units issued by the following Northwest mutual funds: U.S. Equity Fund, Canadian Equity Fund, Canadian Dividend Fund, EAFE Fund, Specialty Growth Fund Inc., Specialty Equity Fund, and Specialty Innovations Fund. To see the proxy voting record of any of these funds, please click this link and then select the appropriate fund from the drop down menu.