Specialty Equity Fund

Investment Objectives: To achieve capital appreciation over the longer term by primarily investing in the equity of smaller, faster growing Canadian companies with market capitalization of less than 0.15% of the S&P/TSX Composite Index..

Inception Date: March 1986

Investment Style:The Fund uses a value style management to uncover smaller capitalized companies with strong fundamentals and a demonstrated ability to grow.

Portfolio Advisors:
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About the Advisors:

Christian Godin

Christian Godin, Manager and Analyst of Canadian Equities

Download Portfolio Manager Profile
Morningstar Report: Download

 



   
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fund details as at 26/02/2010
Total Assets Management Fee MER Distribution Frequency
$248.8 million 2.00% 2.57% Annually

portfolio performance
  3 Mo. 6 Mo. YTD 1 Yr. 3 Yr. 5 Yr. 10 Yr. Since
Inception
Specialty Equity Fund 8.2%20.3%-0.4%69.2%-1.2%4.7%14.6%14.6%
Quartile Rank*
*data source: Morningstar. Quartile Rank as at

fund codes
Front End Back End Volume Sales Low Load F-Series I-Series
NWT10118 NWT219 NWT319 NWT818 NWT519 NWT719

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.