Established in April 1960, Tradex Equity Fund Limited is among Canadas oldest mutual funds. Managed by Philips, Hager & North (PH&N), a division of RBC Global Asset Management Inc., it aims for long-term growth through investments in high-quality, growing companies. The fund may concentrate on stocks and sectors and hold a significant portion of small-cap stocks when advantageous, typically maintaining full investment.
Investment Objective:
To achieve long-term capital appreciation by investing primarily in a diversified portfolio of common shares of Canadian companies plus shares from companies in the United States and other countries.
Suitable for investors who:
- Seek to invest in a broad range of Canadian and global companies
- Are able to handle the ups and downs of the stock market
- Are looking for a medium to long-term investment
- Wish to access a low-cost actively managed Canadian-focused equity fund with a long tradition of success
Approach to Responsible Investment
Approach to RI Brochure 2024 – PH&N
Fund Details
Inception date:
April 11, 1960
Portfolio Manager:
Phillips, Hager & North Investment Management
Total value on December 31, 2024:
$159.42 Million
Eligible for registered plans:
Yes
Minimum initial investment*:
$1,000
Minimum subsequent investment:
$100
Fund code:
TMI001
Risk Rating:
Medium
*The $1,000 minimum is waived in cases where the investor sets up a regular pre-authorized debit plan from his/her bank account. It is also waived in cases where parents or grandparents establish an in trust account for a minor.
Compound Returns
Tradex Quarterly Newsletter with Fund Updates
Legal & Regulatory Documents
Environmental, Social, and Governance Issues
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