MD Equity Fund
About this portfolio
This fund is suitable as a core Canadian equity holding. The fund usually maximizes foreign investment exposure. This fund is not suitable as a short-term investment. Used in MD Precision Portfolios™.
See Fund Performance to see how this Portfolio is performing.
INVESTMENT objective
MD Equity Fund’s objective is long term capital growth, with primary consideration given to conserving capital. Income production is a secondary consideration. The fund is managed by an independent team of managers with complementary investment strategies. This fund invests in a diversified portfolio of equities, mainly of Canadian companies, and also invests in foreign securities (up to 30%).
Who is this fund for?
Investors who:
- Are looking for a fund that is suitable as a core Canadian investment within a well diversified portfolio.
- Are seeking a fund that invests primarily in Canadian stocks with fundamental value characteristics.
- Have an investment time horizon of over ten years.
Documents / Resources
Series I
Fund performance and unit values
Up-to-date fund figures are always available, so you can see how our teams of international managers are delivering value and performance on a daily and monthly basis.
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MD Funds Unit Values
Getting started
Put our hand-picked asset managers to work for you. Contact an MD Advisor* to start building a personalized portfolio of MD mutual funds and pooled funds.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed. Their values change frequently and past performance may not be repeated. To obtain a copy of the prospectus, please call your MD Advisor, or the MD Trade Centre at 1 800 267-2332. The MD Family of Funds is managed by MD Financial Management Inc.
* MD Advisor refers to an MD Management Limited Financial Consultant or Investment Advisor (in Quebec), or an MD Private Investment Counsel Portfolio Manager.
The F series funds and pools are only available in MD Plus™ accounts. The MER for the F series funds and pools is in addition to the fees charged under the MD Plus™ Agreement, where a fee based on a percentage of your holdings is charged.