IA Clarington Canadian Leaders Fund - Series A
1/1/2001 | 4.7 | 2.2 | 5.7 | -0.6 | 35.0 | 2.8 | 7.3 | - | 5.2 |
Calendar Year Returns Series A
2000 - | 2001 - | 2002 -14.2% | 2003 22.5% | 2004 12% | 2005 12.3% | 2006 17.2% | 2007 17.7% | 2008 -23.5% | 2009 21.5% |
Portfolio as at: 02/28/2010
Top Ten Holdings
|
| Research In Motion Ltd. | 8.1 % | | Bombardier Inc., Class B, SV | 7.6 % | | The Toronto-Dominion Bank | 6.9 % | | Royal Bank of Canada | 6.9 % | | Bank of Nova Scotia | 6.7 % | | Agnico-Eagle Mines Ltd. | 5.2 % | | Barrick Gold Corp. | 4.8 % | | EnCana Corp. | 4.6 % | | SNC-Lavalin Group Inc. | 3.6 % | | Suncor Energy Inc. | 3.3 % | | 57.7 % |
Geographic Allocation
|
| Canada | 94.5 % | | Cash and Cash Equivalents | 5.5 % |
|
Sector Allocation
|
| Financials | 20.5 % | | Materials | 18.1 % | | Industrials | 17.6 % | | Energy | 17.3 % | | Information Technology | 9.9 % | | Consumer Discretionary | 7.2 % | | Consumer Staples | 3.7 % | | Fixed Income | 0.2 % | | Cash and Cash Equivalents | 5.5 % |
Asset Mix
|
| Canadian Equity | 94.3 % | | Short term and other | 5.5 % | | Bonds | 0.2 % |
|
* © 2007 REUTERS. Click for Restrictions
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing.
Any indicated rates of return are the historical annual compounded total returns including changes in security value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns.
On July 4, 2007, Industrial Alliance Investment Management Inc. assumed portfolio advisory responsibilities for the Fund.
Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
The IA Clarington Funds and IA Clarington Target Click Funds are managed by IA Clarington Investments Inc. IA Clarington is a trademark of IA Clarington Investments Inc. and the IA Clarington logo is a trademark of Industrial Alliance Insurance and Financial Services Inc.