USCAD Fund

Last updated: December 31, 2004

Performance:

 

3-month

6-month

1-year

3-year

Inception

Return

1.8%

-0.4%

12.7%

18.5%

16.0%

Assets (millions)

$760

$745

$744

$650

$600

Strategy:

To generate a consistently high level of income and long-term capital appreciation through investments in North American corporate bonds and high-yielding stocks and equities.

Core Holdings:


Last updated by John Bernard Stenner
Senior Account Advisor and Researcher