Fund Objectives
This Fund seeks to generate long-term capital growth by investing primarily in equities of companies, throughout the world, that focus their core businesses in the following six global-oriented sectors: Consumer Products and Services, Financial Services, Energy, Health Care, Information Technology and Telecommunications. The Fund is not restricted to these six sectors and may at the portfolio manager and/or sub-advisor's discretion, invest in other global sectors that represent growth potential .
How it Works
The Fund employs an intensive bottom-up research approach to identify high quality companies and growth-oriented sectors and industries worldwide.
For specific details concerning the fund's investment strategies, please consult the AEGON Fund Management imaxxFunds Simplified Prospectus.
For Investors Seeking
- The growth potential of a diversified portfolio of growth-oriented global equities in major industry sectors.
- A long-term investment time horizon.
Risk
The Fund Manages Risk Through
- Diversification by sector (industry).
- Diversification by global market.
- Diversification through individual security selection.
The Managers
Fund Manager:
AEGON Fund Management Inc.
Portfolio Manager:
AEGON Capital Management Inc.
Fund Advisor:
Walter Scott & Partners Ltd. - an independent global equity management firm, founded in 1983 and based in Edinburgh, Scotland. The firm specializes in equity portfolios including global, EAFE, regional and single country mandates and has US$32.2 billion in assets under management (as of September 30th, 2007). The investment style/philosophy of Walter Scott & Partners is one of bottom-up growth. They seek companies with strong cashflows that are reasonably priced and can be held for the long-term.
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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