Enhanced Growth Fund

Key Reasons to Own the Fund

  1. This Fund is for that portion of a client’s assets that are invested for significant capital appreciation.
  2. The earnings investment discipline used in the Fund has produced the highest historic back-tested returns in both Canada and the United States.
  3. The investment process provides systematic exposure to companies that will report positive earnings surprises.

Investment Strategy:

WAM has done extensive research on which quantitative factors are signals for significant stock-price appreciation.

WAM has found the primary quantitative factors that produce significant stock-price appreciation are directly related to positive earnings surprises.

Investment Process:

WAM follows a database of 3,000 stocks in North America which includes the United
States, Canada and American Depository Receipts (ADR’s).

This database is ranked based on the highest scores from the following criteria:

Generally, only 30 to 50 of the best ranking stocks are selected.

To reduce the Fund’s volatility, WAM diversifies the portfolio by industry, geography and market capitalization.

The Fund's stock positions are continuously monitored. Stocks are sold immediately if any of the following occur:

The database is also continuously monitored for new companies that exhibit better earnings characteristics than those currently held. These new companies can replace existing positions.

Asset Management Mountains

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Webb Asset Management Enhanced Growth Fund Fact Sheet

 

Webb Enhanced Growth Fund
FundSERV codes A Class WAM101
F Class WAM201
Advisor Trailer Fee1% on A Class
0% on F Class
Asset ClassNorth American Growth
Risk Tolerance Moderate to High
Distribution ObjectiveAnnually (if any)
Geographic ExposureNorth America including ADR’s
Portfolio ManagerDerek Webb, CFA, MBA
Inception DateJanuary 2008
Minimum Initial Investment$2,000
Subsequent Investment$1,000
Management Fee2% on A Class
1% on F Class
Performance Fee20% only when the NAV is at an all time high vs. the Benchmark
Benchmark 40% 60% S&P/TSX Preferred Share
40% MSCI World High Dividend
20% S&P/TSX Composite Bond
RSP EligibleYes

 


Disclaimer: Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Date of first publication: January 2008. For more information, please call your financial advisor or contact Webb Asset Management directly.

The information contained herein should not be used in any actual transaction without the advice and guidance of a professional tax advisor who is familiar with all the relevant facts. The information contained here is general in nature and is not intended as legal, tax or investment advice. Furthermore, the information contained herein may not be applicable to or suitable for the individuals' specific circumstances or needs and may require consideration of other matters. Webb Asset Management assumes no obligation to inform any person of any changes in the tax law or other factors that could affect the information contained herein.