Select Canadian Growth Portfolio
Investment Profile:
This Portfolio focuses on long-term growth within the Canadian market. A portion of fixed income contributes stability in more volatile markets..
Monthly distribution per unit: $0.055
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Other funds to consider:
Northwest Canadian Equity Fund Northwest Select Canadian Balanced Portfolio
Investment Style: To achieve its objective the Portfolio will invest in the following underlying funds:
*data source: PALTrak.
Summary of Investment Portfolio December 31, 2009.
Management Report on Fund Performance as at September 30, 2009.
fund
Portfolio Underlying Funds Allocation |
|||
 |
NEI Canadian Bond | 20% |  |
 |
Northwest Specialty Global High Yield Bond | 5% | |
 |
Northwest Canadian Dividend | 31% | |
 |
Northwest Canadian Equity | 10% | |
 |
Fidelity Canadian Disciplined Equity® | 17% | |
 |
Specialty Equity | 7% | |
 |
Northwest Global Equity | 5% | |
 |
CI Global Managers® Corporate Class | 5% | |
fund details as at 26/02/2010
| Total Assets | Management Fee | MER | Distribution Frequency |
| $79.6 million | 2.05% | 2.61% | Monthly |
portfolio performance
| 3 Mo. | 6 Mo. | YTD | 1 Year | 3 Year | 5 Year | 10 Year | Since Inception |
|
| Select Canadian Growth Portfolio | 2.2% | 6.6% | -0.1% | 23.9% | -4.5% | 0.5% | -0.4% |
fund codes
| Front End | Back End | Volume Sales | Low Load | F-Series | I-Series |
| NWT042 | NWT142 | NWT342 | NWT10042 | NWT942 | n/a |
Summary of Investment Portfolio December 31, 2009.
Management Report on Fund Performance as at September 30, 2009.
