Since its launch, the performance of this fund has been quite strong, with a three year annualized return of 14%, outpacing both the S&P/TSX Composite and most of its peer group. It has also been significantly less volatile than both the index and its peers. It has also done a great job at protecting capital. For the three years ending August 31, it has experienced less than 40% of the downside movements of the TSX.
Another thing going for this fund is its cost. It has an MER of 2.16%, which is well below the average for a Canadian equity fund. This is certainly a fund to take a look at. It has a strong management team at the helm following a process that has been in place for decades, all at a reasonable cost. This has the potential to be a great core holding for most investors.
Fund Company: Jarislowsky Fraser Ltd.
Minimum Investment: $500
RRSP/RRIF Suitability: Good
Interactive Performance Chart