Predominantly stocks of non-Canadian companies.
US Equity - medium risk, higher return.
U.S. COMPANIES (TRIMARK) S329 To provide strong capital growth over the long term. The Fund manager looks for high-quality U.S. stocks that are attractively priced relative to their prospective earnings, cash fl ow and valuation record to achieve long-term capital growth. The portfolio management team focuses on companies that have the proven ability to profit from technological advances, invest significantly to obtain a competitive advantage or demonstrate consistently strong management and industry leadership.
U.S. EQUITY INDEX (TDAM) LUSET To track the performance of the S&P 500 Composite Total Return Index. The Fund invests in stocks included in the Index and S&P’s depository receipts, and other instruments that approximate the return of the Index. The Fund also invests in Government of Canada T-bills and other Canadian money market instruments, and options, futures, and forward contracts - based on the Index. TDAM specializes in indexed, or passive, management of equities and bonds. The major advantages of indexing are consistent relative performance, diversification, minimizing manager risk and lower costs. Investment management costs (management fees, transaction costs, custody and market impact) are considerably less for indexing than for active management.
GLOBAL EQUITY (SPRUCEGROVE) GES To create a portfolio of 80 to 100 international (including U.S.) stocks whose overall characteristics are superior to a well known World Equity Index. The fi rm believes in investing in quality companies at attractive prices. It looks for leaders in market share and a competitive advantage, with above-average financial performance, strong financial position, experienced management team and ongoing growth opportunities. Stocks are chosen on a bottom-up basis with a view to long-term holdings.
GLOBAL EQUITY (TRIMARK) TRGE Achieve strong capital growth with a high degree of reliability over the long term. The Fund invests in stocks of leading companies anywhere in the world; location is a secondary consideration as companies in this Fund generate their revenue globally. Through intense company research, the investment team develops a unique business thesis that is yet unrecognized by other investors. When choosing companies, the team looks for those whose technology, entrepreneurship, and inventiveness give them a competitive advantage in the global marketplace.
GLOBAL EQUITY (TEMPLETON) LGET To achieve long-term capital growth through a flexible policy of investment primarily in equity securities of companies listed on stock exchanges of any nation other than Canada. Templeton’s investment philosophy is based on three principles: Value, patience and bottom-up analysis. Information is examined on a company by company basis to determine the best buying opportunities in stocks that may eventually gain recognition by the market.
GLOBAL GROWTH (RENAISSANCE) GGR To seek long-term capital growth by investing in a diversified portfolio consisting primarily of equity securities of companies located anywhere in the world. The manager focuses on companies that have shown above-average earnings growth rates, on the belief that such companies are frequently able to provide the prospect of above-average stock market returns. The manager looks for companies with superior growth rates in sales, proprietary or niche products or services, strong industry growth, profit margin improvement and leading market share.
INTERNATIONAL EQUITY (SPRUCEGROVE) SPIE Create a portfolio of 80 to 100 international stocks that overall have characteristics superior to a well known International Equity Index. The firm believes in investing in quality companies at attractive prices. It looks for leaders in market share and a competitive advantage, with above-average financial performance, strong financial position, experienced management team and ongoing growth opportunities. The firm selects stocks on a bottom-up basis with a view to long-term holdings.
INTERNATIONAL EQUITY (TEMPLETON) LIET Achieve long-term capital growth through a flexible policy of investment primarily in equity securities of companies listed on stock exchanges of any nation other than Canada and the U.S. Templeton’s investment philosophy is based on three principles: Value, patience and bottom-up analysis. Information is examined on a company by company basis to determine the best buying opportunities in stocks that may eventually gain recognition by the market.
INTERNATIONAL EQUITY INDEX (TDAM) LIEIT To provide long-term growth of capital primarily by purchasing international equity securities to track the performance of a well known International Equity Index. This includes stocks of companies in all the developed markets around the world, excluding North America. TDAM specializes in indexed, or passive, management of equities and bonds. The major advantages of indexing are consistent relative performance, diversification, minimizing manager risk and lower costs. Investment management costs (management fees, transaction costs, custody and market impact) are considerably less for indexing than for active management.
INTERNATIONAL OPPORTUNITY (JP MORGAN) LIOP To provide long-term capital growth by investing primarily in equities outside of Canada and the U.S. This Fund invests primarily in shares issued by companies outside Canada and the U.S. The advisor chooses a diversified mix of shares in emerging and established markets, and attempts to identify and invest in markets currently experiencing rapid growth rates. The advisor takes an active approach to controlling risk. There’s no limit on how much of the Fund may be invested in any one industry or country. The International Opportunity Fund (JPMorgan) was introduced in July 2004. Prior to July 2004, the International Opportunity Fund (JPMorgan) was known as the International Opportunity Fund (Putnam) which was introduced in July 2000.
INTERNATIONAL EQUITY (JP MORGAN) LLINE To provide long-term capital appreciation supplemented with dividend income. This Fund invests in high quality publicly traded companies primarily in developed countries outside of North America. The firm believes that sustainable growth at reasonable valuation is key to stock performance, and seeks consistent high quality growth characteristics. The portfolio is built from the top down. To enhance performance in the rapidly changing Asia Pacific region, JPMorgan employs senior investment professionals in Tokyo and Hong Kong with deep understanding of local economies in place.