IA Clarington Global Equity Fund (US$) A

Quick Facts

NAVPS (2/6/2012) $13.35

Distribution Frequency: Annually


MER: 06/30/2011 2.59%*

Fund Numbers:


Front Back Low Series F
$U.S. 342 343 937 4301
 

Key reasons to invest

  • Award Winning Manager**
  • Seeks to provide diversification by investing in equity securities around the world
  • May invest in securities of smaller, less well-known companies as well as those of large, well-known companies for additional growth potential

Investment Approach

The Portfolio Manager employs a rigorous bottom-up strategy by investing in companies trading at a substantial discount to their estimated net asset value aiming to provide a margin of safety to investors.  After careful research, the Porfolio Manager selects out-of-favour investments of any market capitalization from many different industries and countries, seeking to enhance return potential and reduce risks.

 

Portfolio Sub-Advisor

Radin Capital Partners Inc.

Advisor Logo

Portfolio Manager

Brad Radin, CFA, MBA

  • CEO & CIO of Radin Capital Partners Inc.
  • Over 15 years of investment experience
  • A strong track record managing portfolios of small and mid capitalization stocks.  Prior to joining IA Clarington, Brad managed over $3.5 billion in assets at a very large Canadian mutual fund company.  At that company, he won the 2010 Lipper Award for 3 year performance in the Global Small/Mid Cap equity category.

Inception Date: 8/26/1998

Net Assets: $111,960,755

Compound Annual Returns (%) as at 12/31/2011

1 month3 months6 months1 year3 years5 years10 yearsInception
-4.92.7-17.8-12.510.3-4.12.75.4

Calendar Year Returns (%)

2010200920082007200620052004200320022001
13.734.9-42.04.315.111.616.540.5-23.4-14.6

Asset Mix

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Geographic Allocation

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Sector Allocation

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Top Ten Holdings

Arkansas Best Corp.4.3 %
Aberdeen Asset Management PLC4.2 %
Janus Capital Group Inc.4.1 %
Panalpina Welttransport (Holding) AG3.9 %
Bellway PLC3.9 %
Artio Global Investors Inc.3.9 %
Callaway Golf Co.3.8 %
Peak Sport Products Co. Ltd.3.8 %
HudBay Minerals Inc.3.8 %
Bovis Homes Group PLC3.8 %
39.5 %
Portfolio information above as at: 12/31/2011 12:00:00 AM

Radin Capital Partners Inc. assumed portfolio sub-advisory responsibilities for the Fund effective November 30, 2011. The Fund's investment strategies changed as a result. These changes may have affected the performance of the Fund.
The performance data contained herein reflects the performance of the Fund under the management of the Fund's former sub-advisor, Oppenheimer Funds Inc.
**While employed at a very large Canadian mutual fund company, Brad was lead manager of a fund that was recognized at the 2010 Lipper Awards for best performance over three years in the Global Small/Mid Cap Equity category.

*IA Clarington Investments Inc., manager of the IA Clarington Global Equity Fund (US$) A (the "Fund"), currently waives some of its management fees or absorbs some expenses that would normally be charged to the Fund. This is done at the manager’s discretion, and may continue for an indeterminate period of time but may also be terminated at any time. The management expense ratio ("MER") for this series of the Fund published above is calculated after waivers and absorptions have been taken into account, using information available from the interim period ending 06/30/2011. The actual MER of the this series of the Fund before waivers and or absorptions is 2.63%
Important information and disclaimer