Brandes Canadian Equity Fund Series F (CAD)

  • Distribution Frequency: Annually
  • Number of Holdings: 29
  • Total Net Assets: C$44 M

REASONS TO OWN

The Brandes Canadian Equity Fund invests in 20–35 Canadian companies of all sizes that Brandes believes are trading at a price below fair value and that have appreciation potential combined with exposure to global large cap equities.

Features

  • All-cap flexibility unconstrained by the index
  • Can invest up to 49% in global equities
  • Low portfolio valuations (e.g., P/E, P/B)
  • Looks very different to the S&P/TSX Composite
  • Distributions paid annually

Benefits

  • Consistent value approach ensures no style drift
  • Potential for long-term outperformance
  • Can avoid expensive sectors and industries
  • Can provide diversification to other investments
  • Adjusts global exposure based on opportunities

PORTFOLIO ADVISOR

  • Brandes Investment Partners, L.P.

    Brandes Small Cap Investment Committee

Fundserv : BIP

Fund Number
SeriesSales
Option
C$US$
A SC 121 -
A DSC 221 -
A LL 219 -
F - 521 -