Mutual Funds

Mutual Funds Products

• Income & Growth Fund
• Bond Fund
• High Income Fund
• Canadian Equity Fund
• Equity Growth Fund
  • Fund Objective/Strategy
  • Fund Performance
  • Investment Team
  • Quarterly Report
  • Fees & Investment Requirements
  • Fund Fact Sheet
• 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 Equity Growth Fund is to achieve the highest possible long-term return consistent with a fundamental investment philosophy.


Investment Strategy

The investment style is a combination of value and growth, with stock selection being the key investment approach. The Fund invests primarily in Canadian equity securities, with a concentration on small to medium capitalization stocks. The Fund is well diversified across a broad spectrum of industry groups. It focuses on investing in top quality companies when they represent good value. Companies are selected based on strong earnings growth and momentum, superior management, good profit margins and strong balance sheets.