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Acuity Clean Environment Equity Fund
as at February 28, 2010
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): | $83.5 |
| RSP/RIF Eligibility: | 100% Eligible |
| RESP Eligibility: | Yes |
| Minimum Initial Investment: | $500 |
| Distributions: |
| Performance: | 1 Year: | 34.8% |
| 3 Years: | (9.3)% | |
| 5 Years: | (2.0)% | |
| 10 Years: | (2.9)% |
Acuity Clean Environment Equity Fund Top Holdings
Petrobank Energy and Resources Ltd.
Neo Material Technologies, Inc.
Johnson Controls, Inc.
GLV Inc.
Itron Inc.
Trina Solar Ltd.
Potash Corp. of Saskatchewan
AltaGas Income Trust
5N Plus Inc.
EnCana Corporation
IESI-BFI Ltd.
Albemarle Corp.
Cisco Systems Inc.
MacDonald, Dettwiler & Associates
Ruggedcom 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.