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 31/08/2010
Total Assets Management Fee MER Distribution Frequency
$227.0 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 2.5%5.4%4.9%26.9%-1.9%4.4%15.6%15.6%
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

Interim Management Report on Fund Performance as at March 31, 2010.

Summary of Investment Portfolio as at June 30, 2010.
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.