The team believes that they can build wealth for clients by investing in
high quality and attractively valued companies. The strategy follows a
conservative and disciplined investment approach with an emphasis on
Environmental, Social, and Governance considerations are integrated into the
investment process. ESG analysis helps to identify high-quality, sustainable
businesses as well as any material risks and opportunities to the long-term
value of our investments.
The team also manages Ethical and Fossil Fuel Free mandates.
- Long-term, conservative approach focused on capital preservation
- Disciplined, repeatable, investment process seeking high quality, attractively-valued companies
- Strong risk-adjusted returns, as shown by a high information ratio; top ranking relative to peers
Please read the simplified prospectus before investing. The amount of risk associated with any particular investment depends largely on your own personal circumstances including your time horizon, liquidity needs, portfolio size, income, investment knowledge and attitude toward price fluctuations. Investors should consult their financial advisor before making a decision as to whether this fund is a suitable investment for them.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
The rate of return or mathematical table shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the mutual fund or returns on investment in the mutual fund. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns.