Fundamental Equity
By exploring a broad range of investments and holding them for longer time periods, we offer equity strategies that strive for less volatility and seek greater value through changing markets.
Global Equity
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Contrarian Capital | MSCI World Value | USD AUD GBP JPY | - | - |
| Contrarian Value |
MSCI World Value |
USD AUD | - | - |
| Global | MSCI World |
USD AUD CAD EUR GBP | Global | Global |
| Global Concentrated |
MSCI World |
USD AUD GBP | - | - |
| Global Growth |
MSCI All Country World |
USD AUD CAD | Global Growth |
Global Growth |
| Global Growth Concentrated |
MSCI All Country World Growth |
USD CAD | - | - |
| Global Intrinsic Value |
MSCI World |
USD | - | - |
| Global Research |
MSCI All Country World |
CAD USD | - | - |
| Global Research Focused |
MSCI All Country World |
AUD USD | - | - |
| Global Small-Mid Cap |
MSCI All Country World |
USD | Global New Discovery |
Global New Discovery |
| Global Strategic Equity | MSCI All Country World | USD | - | - |
| Global Value |
MSCI World Value; MSCI World |
USD CAD GBP | - | - |
Regional
Asia/Asia Pacific
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) |
|---|---|---|
| Asia ex Japan |
MSCI All Country Asia (ex-Japan) |
USD |
| Asia Pacific ex Japan |
MSCI All Country Asia Pacific (ex-Japan) |
USD |
| Japan |
TOPIX |
USD |
| Japan Concentrated |
TOPIX |
USD |
| Japan Value | TOPIX | JPY |
Canada
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) |
|---|---|---|
| Equity | S&P/TSX Capped Composite |
CAD |
| Research | S&P/TSX Capped Composite |
CAD |
Emerging Markets
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Emerging Markets |
MSCI Emerging Markets |
USD AUD CAD | Emerging Markets |
Emerging Markets |
| Emerging Markets Research |
MSCI Emerging Markets |
USD | - | - |
| Latin America | MSCI EM Latin America 10-40 | USD | - | - |
European
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) |
|---|---|---|
| European ex UK |
MSCI Europe (ex-UK) |
USD |
| European Research |
MSCI Europe |
USD EUR |
| European Smaller Companies |
MSCI Europe Small Mid Cap |
EUR |
| European Value |
MSCI Europe |
USD EUR |
| UK | FTSE All Share Capped 5% |
USD GBP |
US
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEET | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| Core | S&P 500 |
USD | Massachusetts Investors Trust |
Massachusetts Investors Trust |
| Core Concentrated |
S&P 500 |
USD | - | - |
| Growth | Russell 1000 Growth |
USD | Growth | Growth |
| Growth Concentrated |
Russell 1000 Growth |
USD | - | - |
| Industry Neutral Research |
Russell 3000® | USD | Core Equity |
Core Equity |
| Intrinsic Equity | S&P 500 | USD | - | - |
| Large Cap Growth |
Russell 1000 Growth |
USD | Massachusetts Investors Growth Stock |
Massachusetts Investors Growth Stock |
| Large Cap Growth Concentrated |
Russell 1000 Growth |
USD | - | - |
| Large Cap Value |
Russell 1000 Value |
USD GBP | Value | Value |
| Large Cap Value Concentrated |
Russell 1000 Value |
USD | - | - |
| Mid Cap Growth |
Russell MidCap Growth |
USD | Mid Cap Growth |
Mid Cap Growth |
| Mid Cap Growth Focused |
Russell MidCap Growth |
USD |
- | - |
| Mid Cap Value |
Russell MidCap Value |
USD | Mid Cap Value |
Mid Cap Value |
| Research | S&P 500 |
USD | Research | Research |
| Small Cap Growth |
Russell 2000 Growth |
USD | New Discovery |
New Discovery |
International
| STRATEGY | BENCHMARK | STRATEGY FACT SHEET(S) | MUTUAL FUND FACT SHEETS | MUTUAL FUND PORTFOLIO REVIEW PACKAGE (R6 SHARES) |
|---|---|---|---|---|
| International |
MSCI EAFE |
USD CAD | International Equity |
International Equity |
| International Concentrated |
MSCI EAFE |
USD | - | - |
| International Growth |
MSCI All Country World (ex US) Growth |
USD |
International Growth |
International Growth |
| International Growth Concentrated |
MSCI All Country World (ex US) Growth |
USD | - | - |
| International Growth ex Emerging Markets |
MSCI EAFE |
USD | - | - |
| International Intrinsic Equity |
MSCI EAFE Value |
USD | International Intrinsic Value |
International Intrinsic Value |
| International Large Cap Value | MSCI EAFE Value | USD | - | - |
| International Research |
MSCI EAFE |
USD | Research International |
Research International |
| International Small-Mid Cap |
MSCI All Country World (ex US) Small Mid Cap |
USD | International New Discovery |
International New Discovery |