The fundamental investment objective of the Fund is to provide current income and long-term capital appreciation by investing primarily in a diversified portfolio of North American equity and income securities, including dividend paying or distribution paying equity and income securities, such as common shares, convertible bonds, income trust units, and, to a lesser extent, interest-bearing securities such as corporate and government bonds. The Fund may also engage in option writing strategies to enhance income and manage risk and may, from time to time, engage in the short-selling of securities that the Investment Advisor believes are overvalued
|Series AFSC 460 (LL)||$7.9894||+$0.0178+0.22%||$9.9789||3.30%|
|Series BFSC 461 (FE)||$7.9871||+$0.0179+0.22%||$9.9766||3.31%|
|Series FFSC 462 (NL)||$8.4840||+$0.0197+0.23%||$10.4735||3.11%|
|Series XFSC 463 (Closed to new purchases)||$8.1202||+$0.0184+0.23%||$10.1097||3.25%|
Returns as at 2.28.2017*
|1 month||Year-to-Date||1 year||3 year||5 year||10 year||CAGR |
Value Added Monthly Index (VAMI) Since Inception
as at 1/31/2017
Top Ten Holdings
as at 1/31/2017; listed alphabetically
- Algonquin Power & Utilities Corp.
- Altus Group Ltd.
- Brookfield Asset Management Inc A
- Kelt Exploration Ltd.
- Royal Bank of Canada
- Sun Life Financial Inc.
- Toronto-Dominion Bank (The)
- TransCanada Corporation
- Veresen Inc.
- Whitecap Resources Inc.
Tax-exempt investment switching with other Front Street Mutual Funds Ltd. funds, allowing for changes to sector focus, without penalty.
Investment Switch-Compatible: Front Street Resource Growth and Income Class, Front Street Diversified Income Class, Front Street Growth Class, Front Street Special Opportunities Class, Front Street Growth & Income Class, Front Street Global Opportunities Class, Front Street Money Market Class, Front Street Tactical Bond Class, and Front Street Global Balanced Income ClassView Performance
† NAV+distributions includes distributions since inception date of June 30, 2011
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