Investment Objective
The Fund seeks long-term capital appreciation by investing primarily in a diversified portfolio of high quality and promising Canadian equities. It strives to outperform the S&P/TSX Composite Index over a full market cycle while attempting to incur less market risk through the selection of stock with risk profiles superior to that of the overall market.

The Sub-Advisor
Cumberland Private Wealth Management, formerly Cumberland Asset Management is an independent investment advisor that manages over $2 billion for both individual and institutional investors. The firm specialized in providing discretionary investment management for clients in Canada and overseas. Cumberland utilizes a value-oriented, conservative, risk adverse approach to managing investor assets.