The Global Fund seeks to provide capital growth through a diversified portfolio of global investments.

A typical investor expects capital appreciation over a long-term horizon and accepts the potential of fund volatility. Investors should therefore have a minimum five year investment horizon.

The Portfolio Manager will make investments in growing international securities while seeking to avoid concentration by geography and business sector. At the Portfolio Manager's discretion, the Fund may hold some cash, preferred securities, and small or middle capitalization stocks. The Fund will not be hedged for currencies, therefore currency will be a component of the investment decision.

Alex Sulzer, Vice-President
D. Christopher King, Assistant Vice-President

To request further information about this Fund, please click here.

By regulation, results cannot be published until one year after fund inception.

The Morgan Stanley All Country World Index (in Canadian dollars).