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Fund Objective
 Superior
capital appreciation over both short and long-term horizons.
Investment Strategy
The fund will seek to achieve its objective primarily
by investing in equities of Canadian companies over a narrow range
of industry sectors. The fund may invest in large, medium or small
capitalization companies. Emphasis will be placed on companies which
may exhibit some form of demographic advantage.
Primary Investments
The fund will invest in common stock, warrants, rights,
options or other convertible securities of companies which exhibit
demographic advantage. A demographic advantage is any attribute
relating to a specific segment of the economy which is expected
to grow at a faster rate than the economy as a whole, largely due
to patterns in population and/or consequential and/or expected behaviours
of large population groups.
The fund may also invest in foreign securities of
the same type and characteristics within applicable foreign property
limits.
| Asset Mix |
Min |
Max |
| Canadian equities |
60% |
100% |
| Foreign equities |
0% |
30% |
| Cash & short—term securities |
0% |
30% |
Benefits of Investing
This fund should appeal to investors looking for Canadian
Growth Companies in their total plan. It offers:
- A demographic style of investing
- A focussed approach to a narrow range of industries
- 100% RRSP/RRIF eligibility
Fund Advisor
Mario Frankovich
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