The fund aims to provide capital growth in excess of the Russell 2000 Lagged index over a 3 to 5 year period. The fund invests at least 80% of its assets in equities of small-sized US companies. These are companies that, at the time of purchase, are similar in size to those comprising the bottom 20% by market capitalisation of the North American equity market. The fund may invest in small Canadian companies. This fund is actively managed. Income is distributed.
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