Diverse, well-managed US equities to balance your portfolio.

Invest in US companies

The US equities in this pool range over various sectors and company sizes, bringing balance to your portfolio.

Invest for the long haul

These equities are ideal for the long-term investor, comfortable with volatility and looking for exposure to US companies.

Invest with expert management

Our pool investments are managed by arms-length sub-advisors continually evaluated on the basis of their performance, philosophy and process.

Key product details

Series  F1 (eligible with fee-based accounts)1
Risk rating Medium
Performance Check past performance2
Fees (as of December 31, 2018) 0.83%
Minimum initial investment $1000
Minimum additional investment $100
Currency CAD
Distribution frequency Annual

Frequently Asked Questions

Investors who:

  • have a long-term investment horizon
  • are looking for long-term capital appreciation
  • are willing to accept volatility in the value of their investments and medium investment risk
  • wish to diversify their asset class exposure by manager and management style

This fund may not be a good fit for you if you have a short-term investment horizon or are looking for a steady source of income.

The US Equity Pool investments are managed and benefit from the expertise of advisors from Blackrock and Mawer Investment Management Ltd.

Ready to get started?

Everyone knows it's smart to diversify your portfolio. Decide exactly how much to invest in US equities, then watch your value grow!

Need help?

Our Client Care team will be happy to assist.