MUTUAL FUND
Overview
Short Term
As at 2024-09-30Maple Leaf Resource Class - 300319
Quarterly Portfolio
>> As at June 30, 2024 <<
Fund Facts
| Fund Code : | CDO100 / CDO103 |
|---|---|
| Inception Date : | March 18, 2011 |
| Investment Type : | Mutual Fund |
| Minimum Investment : | $1,000 |
| Custodian : | RBC Investor Services. |
| Administration : | IAS |
| Portfolio Advisor : | Palette Investment Management Inc. |
| Dividends/ Distributions : |
INVESTMENT OBJECTIVES
The investment objective of the Maple Leaf Resource Class (the “Resource Fund”) is to maximize capital appreciation by investing primarily in equity securities of natural resource companies and companies that support resource companies.
INVESTMENT STRATEGY
The Resource Fund’s portfolio will consist primarily of investments which generate capital gains, but will also include investments which generate income. The Resource Fund may hold significant cash, cash equivalents or fixed income positions pending investment or when the Portfolio Manager considers it desirable.
| VALUE | BLEND | GROWTH | |
|---|---|---|---|
| Large Cap | |||
| Mid Cap | |||
| Small Cap |  |
Medium
to High
Portfolio Manager
Andrew Cook
Portfolio Manager & President Palette Investment Management
The investment portfolios of Maple Leaf Corporate Class mutual funds and Maple Leaf Short Duration Flow-Through limited partnerships are managed by Andrew Cook, Portfolio Manager and President of Palette Investment Management Inc “Palette”. Based in Toronto, Ontario, Palette’s mandate is to provide first-class investment management services with skill, professionalism and the highest ethical standards.
>> More on Andrew Cook <<
Resource Class Information
- Simplified Prospectus, 2023
- Annual Information Form, 2022
- Annual Resource Class Fund Facts, 2022
- Tax Reporting, Dividends, Distributions
- Back Office & Organization
To view current and past capital gains distributions or eligible dividend payments, including important disclaimers, please visit the Tax Reporting Information page.
No securities regulatory authority has expressed an opinion about the merits of the shares of Maple Leaf Resource Class Funds and it is an offense to claim otherwise. Theses Resource Funds are not registered with the United States Securities and Exchange Commission, and are sold in the United States only in reliance on exemptions from registration.