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  AF Select US Value 50
  Tax Information

The primary objective of the Acker Finley Select Canada Focus Fund is to generate strong capital growth over the long term by systematically investing in, and regularly rebalancing, a portfolio of the stocks we calculate to be the most undervalued within the Canadian market with a focus on the larger capitalized companies.

The strategy is bottom-up and active. Holdings are selected on individual merits, then objectively added or removed from the portfolio as prices and valuations change. The strategy invests in a portfolio of between 20 and 30 large-capitalization stocks.

  • Holdings are refreshed and rebalanced monthly – to benefit from long-term increases in value as well as short- and medium-term mean reversion gains that add significantly to returns.

1 Units of the fund are available to residents of any province of Canada except for the provinces of Quebec and Newfoundland and Labrador. For investors who qualify under the Accredited Investor Exemption the minimum purchase is $500. For investors purchasing under the Minimum Amount Exemption (not available to individuals) the minimum is $150,000.

2 Sales charges are negotiated between you and your investment dealer. There is no sales fee for units purchased in accounts held at Acker Finley.