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The Portfolio’s investment objective is to achieve long-term capital appreciation by investing primarily in a diverse mix of Canadian equity mutual funds. Under normal market conditions, the Portfolio invests up to: • 100% of its net assets in Canadian equity. The Portfolio invests up to 100% of its net assets in underlying funds (that may include exchange-traded funds) managed by the manager or third parties (“Underlying Funds”), with a propensity to select, but not limited to, Underlying Funds managed by third parties. The criteria used for selecting Underlying Fund securities are the same as the criteria used for selecting other types of securities. The Portfolio Manager may, in its sole discretion, select the Underlying Funds, allocate assets to the Underlying Funds, change the percentage holding of any Underlying Fund, remove any Underlying Fund or add other Underlying Funds.
Name | Title | Since | Until |
---|---|---|---|
Terry Dimock | Portfolio Manager | 2006 | Now |
Christian Nols | - | 2006 | Now |
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