Wedgewood Fund Class Retail

The core objective of this fund is to deliver substantial long-term capital growth. A minimum of 80% of its net assets, including any funds acquired through borrowing for investment, are strategically placed into equity securities of large companies. These corporations are handpicked by the sub-adviser for their perceived above-average potential for expansion. The portfolio is primarily built from common shares. For the purpose of this fund, companies with a market capitalization exceeding $5 billion are considered large-cap. It is structured as a non-diversified investment.