Tradex Equity Fund Limited

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

As of December 31, 2024

Tradex Quarterly Newsletter with Fund Updates

Legal & Regulatory Documents

Environmental, Social, and Governance Issues

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