Acuity Clean Environment Equity Fund Top Holdings
GLV Inc.
Itron Inc.
Neo Material Technologies, Inc.
IESI-BFI Ltd.
Azure Dynamics Corp.
Albemarle Corp.
AltaGas Income Trust
Cummins Inc.
Pall Corporation
Pentair Inc.
Petrobank Energy and Resources Ltd.
Johnson Controls, Inc.
United Natural Foods, Inc.
Innergex Renewable Energy Inc.
SMA Solar Technology AG
All returns are historical annual compounded rates of return and reflect changes in unit value and distributions reinvested. They do not take into account sales charges or administrative fees, payable by unitholders, which would have reduced returns. Past performance does not guarantee future results. Your unit value and investment return will fluctuate. Important information about any mutual fund is contained in its simplified prospectus which should be read carefully before investing. Copies of Acuity Funds Ltd.'s prospectus are available from your investment advisor or Acuity Funds Ltd.
Our Products
Acuity Clean Environment Equity Fund
as at June 30, 2010
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Monthly Fund Update | Quarterly Portfolio Disclosure | Quarterly Fund Update | Annual Management Report of Fund Performance | Interim Management Report of Fund Performance | Proxy Voting Record
For Financial Statements, please go to Online Materials section.
Investment Objective/Strategy
The Acuity Clean Environment Equity Fund provide long-term capital growth by investing in a diversified portfolio of small-, medium-, and large-sized companies which fit the Fund’s environmental concept of sustainable development. This Fund is designed for growth-oriented investors who have longer investment time horizons and moderate to high tolerance for risk..
The Portfolio Advisor, Acuity Investment Management Inc., seeks companies with proven management, proprietary/strategic advantages, financial strength, above average sales or earnings growth potential and favourable valuation levels.
| Inception Date: | December 31, 1991 |
| Size (in millions): | $74.7 |
| RSP/RIF Eligibility: | Yes |
| RESP Eligibility: | Yes |
| Minimum Initial Investment: | $500 |
| Distributions: | N/A |
| Performance: | 1 Year: | 1.6% |
| 3 Years: | (15.1)% | |
| 5 Years: | (2.4)% | |
| 10 Years: | (2.5)% |