Brandes Sionna Canadian Equity Fund

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Who this Fund is designed for

Investors who seek a Fund that:

• Offers a conservatively managed, diversified portfolio of stocks
• Follows a value-investing method, where the objective is to buy stocks that are selling for less than they're worth, and then sell them when they approach their true value
• Has an investment process that focuses on downside protection as much as capital appreciation
• Targets being fully invested, with minimal cash

Portfolio characteristics

• Emphasis on stocks of larger Canadian companies
• 10% exposure to global markets through the highly-regarded Brandes Global Equity Fund
• Holding period for stocks of about 3 - 5 years

View or download About Sionna Investment Managers & The Brandes Sionna Funds

View or download the Quarterly Portfolio Review for this Fund

Important investor information

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