Also known as Stock Funds, Equity Funds invest in common shares of publicly traded companies (companies whose shares trade in one way or another).
Many of these equity funds invest in specific countries or regions of the world, and are known as International or Global Mutual Funds. Still others invest in specific industries or other theme-based companies, and are called Specialized Funds. Equity funds historically have provided outstanding long term growth.
DIVIDEND (GWLIM) LDVDG - To provide current income and long-term capital growth. This Fund invests primarily in shares of Canadian companies offering an attractive dividend yield. This Fund may also invest in shares of Canadian and U.S. companies that exhibit the potential for capital gains and improving dividend growth. The Fund may invest in convertible debentures and fixed income securities to enhance income. GWLIM is a disciplined, top-down, growth oriented manager, focusing on broadly based economic trends and themes. GWLIM forecasts trends and themes in the economy and capital markets using fundamental and technical analysis. Screening modules are used to identify industries and individual stocks that are expected to benefit from those forecast.
CANADIAN EQUITY (BEUTEL GOODMAN) LNABG - To provide a high level of long-term capital appreciation. This Fund invests in the stocks of Canadian and United States companies which are expected to achieve strong growth in earnings. The Fund takes a bottom-up value approach investing in medium to larger companies with above-average growth and profi t potential which can be purchased at attractive prices. The Fund focuses largely on the fundamentals of specific companies and place less emphasis on economic or industry outlooks.
CAMBRIDGE ALL CANADIAN EQUITY (CI) TRCE - The Cambridge philosophy is centered around true active management, downside risk management, and the personal alignment of manager-client interests. This fund seeks to achieve a total investment return by investing, directly or indirectly, primarily in equity securities of Canadian companies. Indirect investments may include convertible securities, derivatives, equity-related securities and securities of other mutual funds.
CANADIAN EQUITY (GWLIM) LCEG - To provide a high level of long-term capital growth. This Fund invests primarily in the shares of Canadian companies demonstrating above-average growth potential. The Fund manager takes a top-down approach by focusing on broad economic trends, then looks for companies in sectors of the economy that are expected to benefit from these trends. The Fund manager uses a growth management style in choosing individual securities by looking for companies with strong earnings growth.
CANADIAN EQUITY INDEX (GWLIM) LEIG - To provide investment returns consistent with the Toronto Stock Exchange Composite Index (S&P/TSX Composite Index) in the long term. This Fund invests primarily in TSX listed stocks to produce a return that tracks the total return of the S&P/TSX Composite Index. The portfolio holds approximately the same proportionate weight in the stocks as the Index. GWLIM is a disciplined, top-down, growth oriented manager, focusing on broadly based economic trends and themes. GWLIM forecasts trends and themes in the economy and capital markets using fundamental and technical analysis. Screening modules are used to identify industries and individual stocks that are expected to benefit from those forecast.
CANADIAN EQUITY (JF) CEJF - Capital appreciation while maintaining a low level of risk. Emphasizes buying long-term growth stocks at a reasonable price, 50% bottom-up, 50% top-down. Over half the portfolio is invested in large-cap Canadian companies in non-cyclical industries. Less than one-third of holdings are drawn from stocks, which are considered cyclical leaders with international operations. The fi rm constructs diversified, high quality portfolios designed to protect existing capital and achieve long-term growth. The investment model aims to produce consistent, above-average investment returns through changing economic environments, and to be effective at minimizing volatility in today’s global markets.
CANADIAN CORE VALUE (RENAISSANCE) CCVR - To achieve long-term investment returns through capital growth by investing in senior issuers that are primarily medium to large Canadian companies. The Fund manager follows a highly disciplined and unique value investment approach based on proprietary screening model first, then fundamental analysis of companies. This bottom-up approach is based on the premise that from time to time, the market does not accurately reflect the fundamental value those companies truly offer.
CANADIAN SMALL CAP (RENAISSANCE) CSCR - To seek above-average, long-term growth of capital by investing primarily in a diversified portfolio of equity securities of small- to medium-sized Canadian issuers. The Fund managers focus on small companies that have the management, products and processes required to grow their businesses. The managers rely on rigorous fundamental analysis in the portfolio selection process.
CANADIAN SMALL CAP EQUITY (BISSETT) S105 - To provide long-term growth opportunities through investments in small- to mid-sized Canadian companies that are expected to provide above-average returns. The Fund uses a bottom-up stock selection process to choose well-managed companies deemed to offer potential for long-term capital appreciation. Companies are selected from various industries in order to compensate for the volatility inherent in small-cap stocks.
ATA Tax Free Savings Account (TFSA)
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