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Expertise Information about our experience and capabilities
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Build a better portfolio

CC&L Equity Income and Growth Fund

Objective:

  • Cash Flow: Provide attractive and sustainable, tax efficient yield
  • Capital Preservation: Deliver downside protection in volatile markets
  • Growth: Strive to grow capital to outpace inflation

Unique Attributes:

  • Deep and experienced investment team covers the entire Canadian market
  • All-Cap approach to investment research identifies "under the radar" opportunities
  • Flexibility to pursue best ideas for attractive and sustainable yield; not benchmark-constrained
  • Concentrated, high conviction portfolio

Distributions:

  • Target:  4% annually
  • Frequency:  monthly

Portfolio Managers:

  • Steve Vertes, CFA
  • John Novak, CFA, MBA
  • Gary Baker, CFA, MBA
  • Mark Bridges, CFA
  • Samba Chunduri, MBA
Quick Facts
AUM $273.55 million
Inception Date
May 18, 2012
Fund Category
Canadian Dividend
Fund Code (A|F)
CCL 600 | CCL 601
Management Fee (A|F)
1.90% | 0.90%
MER (A|F)
2.25% | 1.17%
Risk Level
Medium
Minimum Investment
$5,000
Subsequent Investment
$500
Systematic Purchase
$100

AUM data above is updated daily on all days that markets are open.

Contact Us

Toronto

1-888-824-3120

Montreal

514-490-2787

Calgary

403-909-8446

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