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MDPIM US Equity Pool

Portfolio description

This fund is suitable as a core position within the U.S. equity asset class for an investor who is willing to accept a medium to high level of investment risk. The tax-awareness strategy provides particular benefit to investors in non-registered plans. This fund is not suitable as a short-term investment.

Investment objective

The MDPIM US Equity Pool is designed to produce long-term capital growth and to minimize the payment of distributions. The fund invests in equity securities of mid- to large-capitalization U.S. companies. The fund may also invest up to 25% of its net assets in Canadian or U.S. short-term money market instruments.



The MD Family of Funds is managed by MD Financial Management Inc.

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.