Great Portfolio Managers
Dan Bastasic
Exclusive access to his strategic approach to his award-winning
expertise in income and equity income mandates, through IA
Clarington Strategic Income Fund, IA Clarington Strategic Corporate
Bond Fund and IA Clarington Strategic Equity Income Fund. |
Larry Sarbit
Exclusive access to the CIO of Sarbit Advisory Services Inc. - and
his distinctive approach to the U.S. equity markets - through the
IA Clarington Sarbit U.S. Equity Fund. |
Returns (%) as at 12/31/2011
IA Clarington Strategic Income Fund - series A
| 3 months |
6 months |
1 year |
| - |
- |
- |
|
Returns (%) as at 12/31/2011
IA Clarington Sarbit U.S. Equity Fund - series A
| 3 months |
6 months |
1 year |
| 10.7 |
-6.8 |
-5.5 |
|
Ben Cheng
Access to the CIO of Aston Hill Financial*** - and his remarkable
portfolio management skills - through the IA Clarington Tactical
Fund line-up. |
Leon Frazer & Associates
Exclusive retail access to this legendary portfolio management team
- and 60 year track record through the IA Clarington Canadian
Conservative Equity Fund. |
Returns (%) as at 12/31/2011
IA Clarington Tactical Income Fund - series T6
| 3 months |
6 months |
1 year |
| 4.7 |
-3.4 |
-1.8 |
|
Returns (%) as at 12/31/2011
IA Clarington Canadian Conservative Equity Fund - series
A
| 3 months |
6 months |
1 year |
| 4.9 |
-2.2 |
2.4 |
|
QV Investors
Retail Access to the 2010 winners of the Best Canadian Balanced
Pooled fund Award,** now managers of the IA Clarington Canadian
Balanced Fund. |
Gil Lamothe
Managed by Gil Lamothe manager of the #1 Canadian Dividend and
Income Equity in Canada over 10 years1 |
Returns (%) as at 12/31/2011
IA Clarington Canadian Balanced Fund - series A
| 3 months |
6 months |
1 year |
| 3.5 |
-2.3 |
0.5 |
|
Returns (%) as at 12/31/2011
IA Clarington Dividend Growth Fund - series T6
| 3 months |
6 months |
1 year |
| 3.3 |
-6.0 |
-3.8 |
|
Experience the independence of IA Clarington's multi-manager
approach.
For full performance disclosure of the funds, please click on the Fund name above.
*While managing funds for a large Canadian mutual fund company, one of his mandates was awarded the Lipper Award
for best one year performance in the Canadian Neutral Balanced category. Lipper is a proprietary trademark of Lipper, a Reuters Company. **QV Investors Inc. ("QV") won the Balanced Pooled Fund of the year award at the 2010 Canadian Investment Awards for the QV Canadian Balanced Pool (the "Pool"). The Pool is the model portfolio for the Fund, although there are differences between the Pool and the Fund that may affect performance, such as management fees and expenses, which are expected to be significantly higher for IA Clarington Balanced Fund (the "Fund"). Presentation of the award is intended to illustrate QV's ability to manage portfolios similar to that of the Fund and not as a statement of past of prospecting performance of the Fund. ***Aston Hill Financial is the parent company of Aston Hill Investments Inc., the sub advisor of the IA Clarington Tactical Income Fund.
1The IA Clarington Dividend Growth Fund is modeled after the IA Ecoflex Dividend (Segregated Fund) which is the best performing Canadian Dividend Fund & Income Equity Fund over a 10-year period (Source: GlobeFund.com as at July 31, 2011).