Our Products
Acuity Clean Environment Equity Fund
as at June 30, 2008
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): | $141.9 |
| RSP/RIF Eligibility: | 100% Eligible |
| RESP Eligibility: | Yes |
| Minimum Initial Investment: | $500 |
| Distributions: |
| Performance: | 1 Year: | 2.0% |
| 3 Years: | 13.8% | |
| 5 Years: | 15.7% | |
| 10 Years: | 3.1% |
Acuity Clean Environment Equity Fund Top Holdings
5N Plus Inc.
Praxair Inc.
Alter NRG Corp.
Harsco Corp.
Albemarle Corp.
Sims Group Limited
Petrobank Energy and Resources Ltd.
Altagas Income Trust
Hanwei Energy Services Corp.
Itron Inc.
Canadian Hydro Developers Inc.
Suncor Energy Inc.
Marsulex Inc.
Agrium Inc.
GLV 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.