Investment Objective
The Fund seeks to utilize a value approach of fundamental investing principals by constructing a well diversified, high quality portfolio of Canadian Equities which is designed to preserve the purchasing power of the Fund’s assets while emphasizing long term growth.

The Sub-Advisor
Cumberland Private Wealth Management, formerly Cumberland Asset Management is an independent investment advisor that manages over $1 billion for both individual and institutional investors. The firm specialized in providing discretionary investment management for clients in Canada and overseas. Cumberland utilizes a value-oriented, conservative, risk adverse approach to managing investor assets.