IA Clarington Canadian Leaders Fund A
Quick Facts
NAVPS (5/22/2013) $13.03
Distribution Frequency: Annually
MER:
12/31/2012 2.38%
Fund Numbers:
|
Front |
Back |
Low |
Series F |
| $Cdn |
208 |
308 |
508 |
1508 |
Key reasons to invest
- Well diversified portfolio by industry group
- Generally targets between 50 and 65 holdings
- Selects securities of companies that are considered leaders in
their respective industries
Investment Approach
The Portfolio Advisor aims to achieve superior long-term capital
appreciation that is consistent with the protection of the Fund's
capital. The Portfolio Advisor will invest primarily in a
diversified portfolio of equity securities of large capitilzation
Canadian corporations which, in the opinion of the portfolio
advisor, are leaders in their respective industries.
Portfolio Advisor
Industrial Alliance Investment Management Inc.
Portfolio Manager
Marc Gagnon, CFA
- Portfolio Manager
- 15 years of investment experience
- Member of the IAIM Canadian equity team
- MBA Finance, Laval University
Inception Date: 1/7/2001
Net Assets: $163,385,316Historical Total Returns (%) as at 04/30/2013
| 1 month | 3 months | 6 months | 1 year | 3 years | 5 years | 10 years | Inception |
| -2.7 | -1.9 | 1.6 | 1.9 | -2.4 | -2.2 | 6.7 | 3.5 |
Calendar Year Returns (%)
| 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| 5.0 | -16.6 | 8.3 | 21.5 | -23.5 | 17.7 | 17.2 | 12.3 | 12.0 | 22.5 |
Asset Mix
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Geographic Allocation
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Sector Allocation
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Top Ten Holdings
| Bank of Nova Scotia | 7.0% |
| The Toronto-Dominion Bank | 5.9% |
| Royal Bank of Canada | 5.7% |
| Suncor Energy Inc. | 4.6% |
| Enbridge Inc. | 4.0% |
| Canadian National Railway Co. | 3.2% |
| Canadian Natural Resources Ltd. | 3.1% |
| BCE Inc. | 2.8% |
| Bank of Montreal | 2.8% |
| Cenovus Energy Inc. | 2.7% |
Portfolio information above as at: 04/30/2013