Fund Objectives
The Fund seeks to generate long-term
capital growth by investing primarily in a portfolio
of equity securities of global companies located in
countries throughout the world.
How it Works
To accomplish the investment
objective, the Fund will utilize a long-term, fundamental
value approach to investing in securities that:
- Belong to quality companies whose securities are
trading below their estimated intrinsic value as determined
by various fundamental factors, including growth in
revenues, earnings, shareholder equity, profit margins,
cash flows and balance sheet strength; and
- Have the potential to realize their true value as
a result of business prospects, management effectiveness
and other developments.
Once an investment is made, the
Fund will typically hold the security until it realizes
its expected true value.
For details of the investment
strategies employed by the fund, please consult the
AEGON
Fund Management imaxxFunds Simplified Prospectus.
For Investors Seeking
- Investors who want to participate in the growth
potential of a diversified portfolio of global equities
- Investors with a long-term investment time horizon
Risk
The Fund Manages Risk Through
- Diversification by sector (industry).
- Diversification by global market.
The Managers
Fund Manager:
AEGON Fund Management Inc.
Portfolio Manager:
AEGON Capital Management Inc.
Fund Advisor:
Foyston Gordon & Payne Inc. - a leading, value-oriented Canadian equity manager with $13.4 billion in assets under management (as of August 31, 2008).
Foyston Gordon & Payne has been providing superior and consistent investment performance for pension funds, corporations and high-net worth individuals for over 20 years. The firm's strong performance track record is a result of adhering to the discipline of long-term fundamental value, which focuses on selecting quality companies at reasonable market values.
Mutual funds are not guaranteed and
are not covered by the Canada Deposit Insurance Corporation
or by any other government deposit insurer. The performance
of mutual fund investments will fluctuate and may be
positive or negative, as reported by its rate of return.
The rate of return for any mutual fund cannot be guaranteed.
Commissions, trailing commissions, management fees and
expenses all may be associated with mutual fund investments.
Please read the imaxxFunds Simplified Prospectus before
investing.
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