Fund Objectives
This Fund seeks to generate long-term capital growth by investing in a diversified portfolio of select U.S. equity securities that have been determined to be undervalued and that have the potential for future growth. The fund also aims to preserve invested capital.
How it Works
This Fund employs a long-term, value approach to investing in a diversified portfolio of quality companies whose shares:
- Have a market capitalization of US$2 billion at the time of initial investment
- Meet certain criteria for undervalued companies
- Stand to benefit from a near-term catalyst, such as new management or restructuring
For specific details concerning the fund's investment strategies, please consult the AEGON Fund Management imaxxFunds Simplified Prospectus.
For Investors Seeking
- Long-term growth potential.
- Exposure to investments that are undervalued but have growth potential
- A U.S. equity fund that focuses on companies that are undervalued but have the potential for growth.
Risk
The Fund Manages Risk Through
- Diversification by sector (industry).
- Diversification by market capitalization (quoted value).
- Liquidity management.
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 31st, 2008). Foyston Gordon & Payne has been providing superior and consistent investment performance for pension funds, corporations and high-net worth individuals for over 25 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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