Mutual Funds

Mutual Funds Products

• Income & Growth Fund
• Bond Fund
• High Income Fund
• Canadian Equity Fund
  • Fund Objective/Strategy
  • Fund Performance
  • Investment Team
  • Fees & Investment Requirements
  • Quarterly Report
  • Fund Fact Sheet
• Equity Growth Fund
• Global Equity Fund
• Money Market Fund

• Mutual Funds Performance
• Mutual Funds Documents
• Mutual Funds Calculators

Fund Objective/Strategy

Investment Objective

The objective of the Sceptre Canadian Equity Fund is to achieve the highest possible long-term return that is consistent with a conservative investment philosophy encompassing a diversified portfolio approach.


Investment Strategy

The investment style is a blend of value with growth, incorporating both a bottom-up (75%) and a top-down (25%) process. The Fund is a diversified portfolio of large, medium and small capitalization stocks, with an emphasis and focus on large to medium companies.

High quality companies are selected if they represent good value based on financial strength, earnings growth, strong management and superior products/services. Analysis of company finances and operations is often the most critical element of security selection.

The Fund does not have a bias towards any particular sector. Stock selection is broadly diversified amongst four broad market categories – Interest Sensitive, Consumer Related, Resource and Industrial.

The Fund may take advantage of returns offered by international equity securities from foreign issuers. Exposure to foreign markets may be obtained through direct holdings or through investing in units of other Funds, up to a maximum of 10% of this Fund’s net assets in the units of another fund.