Description: This fund’s objective is to provide long-term capital growth by investing primarily in a portfolio of North American equities.
Exchange: TO
Country: CA
Currency: Canadian Dollar (C$)
Category: North American Equity
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Bond | 39.14 | 0.00 | 39.14 |
| US Equity | 32.44 | 0.00 | 32.44 |
| Equity | 16.44 | 0.00 | 16.44 |
| Cash | 6.47 | 0.00 | 6.47 |
| Other | 5.63 | 0.12 | 5.51 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Energy | 20.22 | 8.79 |
| Consumer Defensive | 20.10 | 8.12 |
| Healthcare | 19.74 | 10.10 |
| Utilities | 13.47 | 3.97 |
| Communication Services | 6.80 | 5.09 |
| Consumer Cyclicals | 6.59 | 10.20 |
| Technology | 6.55 | 10.54 |
| Industrials | 6.53 | 13.94 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 100.00 | 98.42 |
| Japan | 0.00 | 0.11 |
| Australasia | 0.00 | 0.02 |
| Asia Emerging | 0.00 | 0.19 |
| Latin America | 0.00 | 0.01 |
| Asia Developed | 0.00 | 0.16 |
| United Kingdom | 0.00 | 0.69 |
| Europe Emerging | 0.00 | 0.01 |
| Europe Developed | 0.00 | 0.35 |
| Africa/Middle East | 0.00 | 0.05 |