International Equity Strategy CONTACT US
- Investments outside of North America
- Focused in a maximum of 55 companies
- Dividend growth & equity growth companies
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.
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.
TOP 10 HOLDINGS
- Galaxy Entertainment (China)
- Sony (Japan)
- Tencent (China)
- BNP Paribas (France)
- China Life Insurance Company (China)
- Renault (France)
- Intesa Sanpaolo (Italy)
- Credit Agricole (France)
- Nestle (Switzerland)
- Nissan (Japan)
Data as of May, 2017
Legal Structure: Open-end investment fund
Unit pricing: CDN $
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.