Montrusco Bolton Quantitative Canadian Equity Fund Review

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The following is the fund's review of another Canadian Equity Mutual Fund. Montrusco Bolton Quantitative Canadian Equity fund is another popular option for investor to invest in mutual fund.

Montrusco Bolton Quantitative Canadian Equity

Montrusco Bolton Quantitative Canadian Equity
The fundamental investment objective of the Quantitative Canadian Equity Fund is to achieve long-term growth of capital through the investment of its assets in a very concentrated group of stocks included in the S&P/TSX Composite Index and traded on the Toronto Stock Exchange.

The lead manager of this fund is Ismael Chiadmi. This fund was introduced to public in February 1996. It has 1.21% annual expense ratio. This fund applies higher minimum initial investment of $150.000. There is no sales load fee. The benchmark of this fund is S&P/TSX Composite Index.

The top sector exposure of this fund as of June 2011 is Energy (28.7%), Information Technology (19.4%), Health Care (19.2%) and Materials (9.6%). The top ten holdings of this fund as of March 2011 represent 97.13% of the total portfolio. They are Valeant Pharmaceuticals Intl. (11.89%), Precision Drilling (10.72%), Lundin Mining (9.83%), First Quantum Minerals (9.60%), Silver Wheaton (9.52%), Baytex Energy Corp. (9.36%), Viterra Inc. (9.23%), Trican Well Service (9.15%), Ivanhoe Mines (9.02%) and Suncor Energy (8.81%).

The risks investing in this fund include currency risk, interest rate risk, price risk, credit risk and liquidity risk.

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