Morningstar Strategic Canadian Equity Fund Series F (CAD)

  • Distribution Frequency: Annually
  • Number of Holdings: 35
  • Total Net Assets: C$30 M


The Morningstar Strategic Canadian Equity Fund invests in 30 to 40 highly liquid Canadian companies across the market capitalization spectrum using a disciplined rules-based process based on a combination of diversified factors such as value, quality, reasonable risk and momentum.


  • 100% pure Canadian equities
  • Uses Morningstar’s suite of proprietary equity ratings and tools such as Morningstar CPMSTM
  • All-cap in nature
  • Displays attractive value and growth characteristics vs. S&P/TSX Composite


  • Highly repeatable investment process that is not skewed towards any one investment style being in/out of favor
  • Can access opportunities across the market cap spectrum
  • Can avoid expensive stocks and preserve capital in declining markets while also gaining exposure to faster growing businesses

Morningstar’s Michael Keaveney gives his assessment of quarterly performance.

Portfolio Sub-Advisors

  • Morningstar Associates Inc.

    Morningstar Investment Team

Fundserv : BIP

Fund Number
A 480 -
F 481 -