U.S. Large Cap Growth Fund

Investment Objective

Long-term capital appreciation

Fund Characteristics

The Fund seeks to invest in large cap quality companies whose long-term growth is underappreciated by the market.

Investment Approach

  • Seeks to invest in quality companies with strong growth characteristics, conservative financial and accounting practices and high-quality management teams
  • The investment process relies on thorough, in-depth fundamental research of a company, its competitors, suppliers and/or customers
  • Aims to have a relatively low turnover by investing in companies that have the potential to be long-term winners

Why Consider This Fund?

  • Focused on large cap, structurally advantaged, industry-leading companies where we have deep conviction
  • Applies a time-tested, fundamental research approach to assess a company’s growth sustainability and critical success factors
  • Invests in a concentrated number of investments that are diversified across sectors
  • Managed by experienced, long-tenured portfolio managers
  • The Fund is actively managed


  • 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
  • Equity securities may decrease in value in response to the activities of an individual company or in response to general market, business, and economic conditions
  • To the extent that the Fund invests a large portion of its assets in a limited number of industries, sectors, or issuers, or within a limited geographical area, it may be subject to greater risk than a Fund that invests more broadly