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EdgePoint Canadian Growth & Income Portfolio

A balanced portfolio concentrated in both quality Canadian businesses with growth potential and investments in fixed-income securities.

Investment approach

The Portfolio seeks to provide long-term capital appreciation and income generation by investing primarily in Canadian equity and fixed-income securities. Our team of portfolio managers looks for companies with strong competitive positions, defendable barriers to entry, long-term growth prospects and competent management teams, and acquires ownership stakes in these companies at prices below its assessment of their true value.

On the fixed-income side, we seek securities that provide an attractive return through coupon payments and capital appreciation while focusing on the borrower’s (bond issuer’s) ability to meet its debt obligations, or the payment of periodic coupons and the return of the original principal at maturity.

We may also invest in foreign securities. Equity securities of foreign issuers won’t typically exceed 20% of the Portfolio’s net assets at the time of purchase.

Learn more about our investment approach

Investment Team

Your investment team brings diverse investment experience, perspectives and skills to the table. They work together, take ownership of their investment ideas and tap into their past experiences where they fulfilled a variety of diverse mandates. Their team-based mindset also allows them the time and freedom to conduct the kind of extensive legwork required to really get to know a business inside and out.

Click below to find out more about the team's members.

Alex O'HaraAndrew PastorClaire ThornhillDerek SkomorowskiFrank Mullen, Geoff MacDonald, George Droulias, Jason Liu, Jeff Hyrich, Jinhyung Kwon, Lee Matheson, Steven Lo, Sydney Van Vierzen, Tracey Chen, Tye Bousada

Sector Allocation

As at March 31, 2022

Portfolio Information

As at March 31, 2022

Risk Profile Low
High
Nov. 17, 2008
Start date
$20,000
Minimum investment
$22.9B
Market cap†
157
Number of holdings
Aug. 3, 2010
Start date (non-HST series)
$2.0B
Total assets
64%
Asset Mix (Equity)
65
Number of holdings (Equity)
Nov. 2, 2021
Start date (T series)
Canadian Equity Balanced
Category
36%
Asset Mix (Fixed-income and cash)
92
Number of holdings (Fixed-income issuers)
Quarterly
Distributions
Monthly
Distributions (T series)

Weighted average in C$, excluding fixed income and cash.

EdgePoint of View

Sector breakdown: Provided only because the industry feels it helps explain portfolio diversification and risk. We believe risk is best managed by diversifying by business idea rather than using traditional sector allocations.

Risk profile: Risk is typically defined as standard deviation or volatility compared to an index. While we follow this methodology due to regulatory requirements and classify the Portfolio risk as moderate, we view real risk as the potential for a permanent loss of capital. By this measure, we believe portfolio risk is further reduced.

Taxes: Outside of the management fee, taxes are the biggest component of the Portfolio’s management expense ratio (MER).

Low-cost operation: With a focused product offering and no expensive marketing campaigns, we’re able to pass on savings to our investors through lower MERs, ultimately resulting in higher investment returns.

Portfolio: We use “portfolio” rather than “fund” because we believe this better represents the diversification our products offer.

Alignment: EdgePoint employees are among our largest investors.