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International Equity Strategy CONTACT US

  • Investments outside of North America
  • Focused in a maximum of 55 companies
  • Dividend growth & equity growth companies

Investment Objective

The International Equity Strategy invests in a diversified portfolio of equities domiciled outside of North America in order to deliver long-term capital appreciation for investors. The objective of the strategy is to manage portfolio risk while achieving above average long-term returns through capital growth and dividend income.

Strategy

The portfolio’s asset allocation will be determined on a top-down and bottom-up basis. Depending on the risk and return profile of each region and the investment opportunities within each region on a security level, portfolio exposure will generally be within the following ranges; Europe: 40-60%, Emerging Markets: 20-35%, Far-East: 10-20%. Hedging strategies and cash levels will be utilized to manage risk and volatility within the portfolio. The portfolio will be concentrated in a maximum of 55 equity positions. 


ASSET ALLOCATION

SECTOR

 


TOP 10 HOLDINGS

  1. Galaxy Entertainment (China)        
  2. Sony (Japan)      
  3. Tencent (China)  
  4. BNP Paribas (France)
  5. China Life Insurance Company (China)
  1. Renault (France)
  2. Intesa Sanpaolo (Italy)
  3. Credit Agricole (France)
  4. Nestle (Switzerland)
  5. Nissan (Japan)

Data as of May, 2017

PORTFOLIO INFORMATION

Yield: 2.6%
Distribution: Annual
Legal Structure: Open-end investment fund
Unit pricing: CDN $
Auditor: KPMG
Trustee: CIBC Mellon Trust company
Legal: Borden Ladner Gervais LLP

Disclaimer: McLean & Partners provides independent research and advice to its clients on a fee for service basis. The company is not engaged in any investment banking, underwriting, consulting or financial services activities on behalf of any companies. McLean & Partners’ research reports are for the sole purpose of managing client portfolios on a managed and non-managed basis.  The opinions expressed herein are those of the author and do not necessarily represent those of McLean & Partners Wealth Management Ltd. The information contained in this report has been obtained from sources believed to be reliable, however, we cannot represent that it is accurate or complete. McLean & Partners Wealth Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.


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