CA - EN
US - EN
Inception date
Oct. 1, 1995
Category
Equity
Portfolio assets
CAD 17.22 billions
Benchmark
X
The strategy is designed for investors with a long-term investment horizon seeking a diversified global equity portfolio. LBA has been investing in companies in global equity markets since 1988. We offer a compelling value proposition based on our knowledge-based investing approach, collaborative team structure, price discipline, and low fees.
| Characteristics | |
|---|---|
| Average Divided Yield | 4.38% |
| Forward P/E Ratio | 9.78 |
| Average Market Cap | 37951.78 |
| Active share | 0.94 |
| # of Holdings* | 65 |
| Turnover Ratio* | 0.18 |
*Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean euismod bibendum laoreet. Proin gravida dolor sit amet lacus accumsan et viverra justo commodo. Proin sodales pulvinar tempor. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Nam fermentum, nulla luctus pharetra vulputate, felis tellus mollis orci, sed rhoncus sapien nunc eget odio.
*Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean euismod bibendum laoreet. Proin gravida dolor sit amet lacus accumsan et viverra justo commodo. Proin sodales pulvinar tempor. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Nam fermentum, nulla luctus pharetra vulputate, felis tellus mollis orci, sed rhoncus sapien nunc eget odio.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean euismod bibendum laoreet. Proin gravida dolor sit amet lacus accumsan et viverra justo commodo. Proin sodales pulvinar tempor. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.
| Fixed Income | 64.0% |
| Short Term | 64.0% |
| Equities | 99.4% |
| Domesttic Eqities | 1.1% |
| Foreign Eqities | 98.3% |
*Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean euismod bibendum laoreet. Proin gravida dolor sit amet lacus accumsan et viverra justo commodo. Proin sodales pulvinar tempor. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Nam fermentum, nulla luctus pharetra vulputate, felis tellus mollis orci, sed rhoncus sapien nunc eget odio.
*Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean euismod bibendum laoreet. Proin gravida dolor sit amet lacus accumsan et viverra justo commodo. Proin sodales pulvinar tempor. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Nam fermentum, nulla luctus pharetra vulputate, felis tellus mollis orci, sed rhoncus sapien nunc eget odio.
| company name | weight |
|---|---|
| Td Bank Com | 3.78% |
| Manulife Fin Corp Com | 3.42% |
| Bank Of Nova Scotia Com | 3.25% |
| Royal Bank Of Canada Com | 3.25% |
| Power Corp Of Canada Sv Com | 3.13% |
| Canadian Tire Cl A Com Nvs | 3.00% |
| George Weston Ltd Com | 2.98% |
| Bank Of Montreal Com | 2.98% |
| Nutrien Inc Com | 2.82% |
| Rogers Communication Cl B Nv | 2.79% |
| country | weight |
|---|---|
| Canada | 99.32% |
| Papua New Guinea | 0.47% |
| Botswana | 0.21% |
*Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean euismod bibendum laoreet. Proin gravida dolor sit amet lacus accumsan et viverra justo commodo. Proin sodales pulvinar tempor. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Nam fermentum, nulla luctus pharetra vulputate, felis tellus mollis orci, sed rhoncus sapien nunc eget odio.