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US EQUITIES

 International equities

 Global equities

US equities

 Canadian equities

 Tactical Asset Allocation



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 CLICK HERE TO BROWSE OUR POOLED FUNDS ARCHIVES

Description:


Broadly diversified portfolio that invests primarily in equities of large US companies.

Benchmark:

S&P 500

Value added objective:

2% annually (4-year moving periods)

Tracking error:

3% to 5% annually

# of holdings:

80 to 120

Active currency management:

Yes

Cash:

0% to 20%

QUARTERLY BULLETINS

Download our latest quarterly bulletin

Q2 2010 CAD
Q2 2010 USD
CLICK HERE TO BROWSE OUR QUARTERLY BULLETIN ARCHIVES.

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