Description

The fund primarily aims to achieve long-term capital growth for its investors. Under normal market conditions, it dedicates at least 80% of its total assets to equity securities issued by U.S. companies. To reach its objective, the fund endeavors to match the aggregate returns, prior to any fees and expenses, of the TOBAM Anti-Benchmark® US Core Equity Index. This particular index is a proprietary, systematically defined benchmark created by the fund's sub-advisor, TOBAM S.A.S., with the goal of constructing a more varied portfolio of U.S. stocks than those typically found in conventional market capitalization-weighted benchmarks.