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Investment Strategy:
The Emerald Canadian Equity Fund is designed to track the
performance of the Toronto Stock Exchange 300 Total Return Index. This
index provides the broadest possible exposure to the Canadian equity market
and the most widely accepted benchmark of Canadian equity performance. The
Portfolio of the Fund is invested in virtually all of the 300 stocks which
make up the TSE Index, in substantially the same proportion as they are
weighted in the Index, and thereby provides a market rate of return.
Investment Objective:
The Fund provides investors with investment returns that, before expenses,
correspond to the total return of large and mid-sized companies in Canada,
as represented by the Toronto Stock Exchange 300 Total Return Index.
Who should invest in the
fund?
This Fund is suitable for investors seeking:
- broad diversification and long-term growth potential of the Canadian
economy from a fund that has lower fees than actively managed funds.
- performance without having to worry about security selection by the
Fund Manager.
- the tax-efficiency of a fund that has lower portfolio turnover than
most active funds.
Fund Facts:
| Asset Class: |
Canadian Equity |
| Inception Date: |
July 4, 1991 |
| Benchmark: |
Toronto Stock Exchange 300 Total Return Index |
| Risk Level: |
Moderate to Aggressive |
Registered
Plan Eligibility: |
Considered 100% Canadian content |
| Performance: |
|
| |
Annual returns of the Emerald Canadian Equity Fund vs. TSE
300 Index.
For periods ending December 31, 2000:
|
| |
|
2000 |
1999 |
1998 |
1997 |
1996 |
1995 |
1994 |
1993 |
| |
Fund |
8.61% |
31.72% |
-1.23% |
15.19% |
28.49% |
14.64% |
-0.05% |
32.36% |
| |
Benchmark |
7.41% |
31.71% |
-1.58% |
14.98% |
28.35% |
14.53% |
-0.18% |
32.55% |
| |
Annualized total returns of the Emerald Canadian Equity Fund
vs. TSE 300 Index.
For periods ending December 31, 2000:
|
| |
1 Year |
2 Years |
3 Years |
4 Years |
5 Years |
Since
Inception |
| |
Fund |
8.61% |
19.61% |
12.21% |
12.95% |
15.90% |
13.02% |
| |
Benchmark |
7.41% |
18.94% |
11.66% |
12.48% |
15.49% |
12.82% |
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