Acuity Clean Environment Equity Fund Top Holdings
Petrobank Energy and Resources Ltd.
GLV Inc.
Neo Material Technologies, Inc.
Johnson Controls, Inc.
Itron Inc.
AltaGas Income Trust
Cisco Systems Inc.
5N Plus Inc.
Trina Solar Ltd. - ADR
Cascades Inc.
Albemarle Corp.
MacDonald, Dettwiler & Associates
IESI-BFI Ltd.
Ruggedcom Inc.
Suncor Energy Inc.
All returns are historical annual compounded rates of return and reflect changes in unit value and distributions reinvested. They do not take into account sales charges or administrative fees, payable by unitholders, which would have reduced returns. Past performance does not guarantee future results. Your unit value and investment return will fluctuate. Important information about any mutual fund is contained in its simplified prospectus which should be read carefully before investing. Copies of Acuity Funds Ltd.'s prospectus are available from your investment advisor or Acuity Funds Ltd.
Our Products
Acuity Clean Environment Equity Fund
as at January 31, 2010
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Monthly Fund Update | Quarterly Portfolio Disclosure | Quarterly Fund Update | Annual Management Report of Fund Performance | Interim Management Report of Fund Performance | Proxy Voting Record
For Financial Statements, please go to Online Materials section.
Investment Objective/Strategy
The Acuity Clean Environment Equity Fund provides long-term capital appreciation by investing primarily in a diversified portfolio of equity securities which fit the Fund's concept of sustainable development. This Fund is designed for growth-oriented investors who have longer investment time horizons and moderate tolerance for risk.
The Portfolio Advisor, Acuity Investment Management Inc., seeks companies with proven management, proprietary/strategic advantages, financial strength, above average sales or earnings growth potential and favourable valuation levels.
| Inception Date: | December 31, 1991 |
| Size (in millions): | $82.8 |
| RSP/RIF Eligibility: | Yes |
| RESP Eligibility: | Yes |
| Minimum Initial Investment: | $500 |
| Distributions: | N/A |
| Performance: | 1 Year: | 24.5% |
| 3 Years: | (9.1)% | |
| 5 Years: | (1.0)% | |
| 10 Years: | (0.5)% |