|
Fund Background |
| Category | Canadian Equity (Pure) |
| Fund Family |
Phillips, Hager & North |
| Total Assets in $millions
(2004-06-30)
|
998.084
|
| Year to Date Return |
6.7360%
|
| NAVPS (2004-08-10) |
$ 59.1243
|
| Daily Change |
$ +0.3641
|
| 52 week high |
$ 62.7651
|
| 52 week low |
$ 51.0550
|
|
Objective |
| The fundamental investment objective of the fund is to achieve long-term capital growth by investing primarily in a well-diversified portfolio of Canadian common stocks. Fundamental investment objectives may only be changed with the approval of a majority of unitholders at a meeting called for that purpose. However, we may change the fund's investment strategies at our discretion. |
|
Strategy |
| To achieve the fund's investment objectives, we look for growth companies to invest in that have superior management, industry leadership, a high level of profitability compared to their competitors, a sound financial position & strong earnings growth. In addition to the standard investment restrictions imposed by securities legislation, the value of any one investment at month-end must not exceed 15% of the fund's net assets at market value. |
| Fund Operations |
| Inception: | 1-June-1971 |
| Management Company: | Phillips, Hager & North Investment Mgmt. Ltd. |
| Managing Company since: | |
| Lead Manager: |
PH&N Cdn Equity Research Team |
| Manager Since: | 1-June-1971 |
| Manager Tenure: |
33 years
|
|
|
| Returns (%) |
| |
3mo |
1yr avg |
3yr avg |
5yr avg |
| PHN*CDN.TO |
1.3110 |
23.5270 |
6.3680 |
9.1760 |
|
| Chart |
 big chart [] |
| Investment Information |
| New Investment |
Open |
| Currency | CAD |
| Min Initial Investment |
$ 25000.00
|
| Min Subsequent Investment |
$ 1000.00 |
| RRSP Eligible |
Yes |
| RESP Eligible |
Yes |
| Min Initial Investment (RRSP) |
$ 25000.00
|
| Min Subsequent Investment (RRSP) |
$ 1000.00
|
| Availability | AB,BC,MB,NB,NF, NU,NS,NT,ON,PE, PQ,SK,YT |
| Fees & Expenses |
| Management Fee |
1.00% |
| Load or No Load |
No Load |
| Choice of Front or Back Load |
No |
| Max Front End Load |
N/A |
| Max Back End Load |
N/A |
|
|