U.S. Small-Mid Cap Growth Fund

Investment Objective

Long-term capital appreciation

Fund Characteristics

The Fund seeks to invest in small and mid cap quality companies that are expected to have solid growth in earnings.

Investment Approach

  • Invests in quality companies that are expected to have solid growth in earnings
  • The investment process relies on thorough, in-depth fundamental research of a company, its competitors, suppliers and/or customers
  • Invests in companies that are expected to meet some if not all of the following criteria: market leadership, unique products or processes, strong marketing capability, and conservative financial and accounting practices

Why Consider This Fund?

  • Seeks to provide strong long-term investment returns with lower levels of risk
  • Applies a time-tested, fundamental research approach to assess a company’s growth sustainability and critical success factors
  • Utilizes William Blair’s Research Agenda to ensure portfolio managers and analysts continually focus on the most attractive portfolio candidates
  • Managed by an experienced, long-tenured portfolio management team
  • The Fund is actively managed and is not constrained by a benchmark


  • The value of shares and any income from them can increase or decrease and an investor may not get back the amount originally invested
  • Where investments are made in currencies other than an investor's base currency, the value of those investments will be affected (favourably or unfavourably) by movements in exchange rates
  • The Fund focuses its investments in the United States and will have greater exposure to the market, political and economic risks of that country than if it was more diversified across a number of countries
  • Smaller companies may be more adversely affected by poor economic or market conditions, and may be traded in low volumes, which may increase volatility and liquidity risks