Products » Mutual Funds
Tradex Equity Fund Limited
Investment Objectives
To achieve long-term capital appreciation by investing primarily in a diversified portfolio of common shares of Canadian companies plus shares of companies in the United States and other countries.
Investment Strategies
The strategy of the Fund is to build positions in high quality Canadian growing companies. The Fund
can be aggressive in the sense of stock and sector concentration and will own a relatively high level of small cap stocks when desirable. The Fund will generally be fully invested.
To maintain adequate portfolio diversification, thus reducing risk, at least five S&P/TSX Composite Index industry sectors will be represented. Foreign content will be in the range of
15-35% of the total portfolio value in normal times.
Portfolio Adviser
The portfolio is managed by Phillips, Hager & North Investment Management
Ltd. (a wholly owned subsidiary of the Royal Bank of Canada), one of Canada’s largest and most respected investment counsel firms. (For more details on PH&N, click here).
Minimum Purchase
$1,000 minimum initial purchase; minimum subsequent investment is $100. (The $1,000 minimum is waived in cases where the investor sets up a regular pre-authorized debit plan from his/her bank account and also in cases where parents or grandparents establish an in trust account for a minor.)
Performance: Period ending January 31, 2012
For
More Information
Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus before investing. The rates of return include reinvestment of all distributions and do not take into account any sales, redemption, distribution or optional charges or income taxes payable by an investor that could have reduced returns. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. |
