Mutual Funds

NAVPS: 6/5/2009

Series A $10.28

MER: 12/31/2008
Series A 2.67%

Fund Numbers:

Front Back Low Series F
$Cdn 410 411 956 1440

Distribution Frequency:
Annually

IA Clarington Canadian Growth and Income Fund - Series A

Compound Annual Returns (%) as at 02/28/2010
Inception
Date
Month(s) YTD Year(s) Since
Inception
1 3 6 1 3 5 10
 

Portfolio as at: 02/28/2010

 

On March 31, 2009, all series of the IA Clarington Canadian Growth & Income Fund were closed to new purchasers, other than investors who purchase under pre-existing systematic plans. Subject to unitholder and regulatory approval, the Fund will be merged on or about June 5, 2009 into the IA Clarington Monthly Income Balanced Fund. The merger will be a material change to the IA Clarington Monthly Income Balanced Fund under applicable securities laws.

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.

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.

     
Portfolio Sub-Advisor
Jarislowsky, Fraser Limited

Portfolio Managers
Blain Caverly, BA

  • Lead Manager
  • BA Queens University
  • Over 24 years investment experience
  • Joined JFL in 1989
  • Previous experience S.E.I. Financial Services, Bank of America and Bank of Commerce

Lisa Hamather, MBA

  • Lead Manager
  • Over 19 years investment experience
  • Joined JFL in 1997
  • Previous experience Canada Trust and Canada Trust Investment Management Group

Key Reasons to Invest

  • Access to one of Canada’s oldest institutional investment managers.
  • Focus on long-term trends, fundamental analysis and high quality securities.

Investment Approach

The Fund invests primarily in a portfolio of Canadian equity and fixed income investments. The portfolio manager maintains a growth-at-a-reasonable-price bias towards security selection with a focus on larger capitalization stocks that demonstrate ethical management, strong sustainable cash flow and minimal financial leverage.