PH&N Currency-Hedged U.S. Equity Fund

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Investment Objective

The fundamental investment objective of the Fund is to provide significant long-term capital growth primarily through exposure to a well-diversified portfolio of quality U.S. common stocks, while minimizing currency risk. To achieve these objectives, the Fund will invest primarily in units of other funds managed by Phillips, Hager & North. Fundamental investment objectives may only be changed with the approval of a majority of unitholders at a meeting called for that purpose. However, we may change the Fund's investment strategies at our discretion.

Fund Details

Series: A
Fund Code: RBF7560
Load Structure: No Load
Currency: CAD
Inception Date: Nov, 2008
Series A NAV $: 11.00
Series A MER %: 1.96
Adjusted A MER %: 1.88
Benchmark:
  • S&P 500 (US$)


  • Income Distribution: Annually
    Capital Gains Distribution: Annually
    Sales Status: Open
    Minimum Investment $: 500
    Subsequent Investment $: 25

    Notes: Please note: Holdings shown are for the PH&N U.S. Equity Fund.

    Resources


    Performance Analysis as of  April 30, 2017

    Growth of $10,000

    Returns and Quartile Ranking
    Calendar Returns %

    Trailing Return %