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Simplified Prospectus (June 4, 2010)  |
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FUND CODES: FE:MID 300 /
LL:MID 349 / DSC:MID 350 |
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The Fund's objective
is to maximize long-term total return. The Fund invests primarily in equities,
equity-related securities and fixed income securities of Canadian issuers. The
mix can vary according to market conditions and expected returns for each asset
class. |
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| FUND CODES: FE:MID148
/ LL:MID449 / DSC:MID450 / F Series: MID149 |
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The
Fund's objective is long-term growth of capital through investment in equity
and some debt securities and investment in derivative products. Investments
will be in equity securities of issuers with high growth potential operating
primarily in the Canadian resource sectors and may, from time to time, hold
securities of other issuers operating in other industry sectors. |
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| FUND CODES: FE:MID
700 / LL:MID749 / DSC:MID 750 |
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The Fund's objective
is to provide long-term growth of capital. The Fund invests primarily in iUnits
S&P/TSX 60 Index Fund ("I60's") and may invest up to 70% of the net assets
in I60's. The Fund may actively manage up to 30% of the net assets to enhance
diversification. The active component of the Fund may be comprised of common
stocks and convertible debentures of large capitalization Canadian and
international companies, and index units of U.S. and other foreign stock
exchanges. |
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| FUND CODES: FE:MID
161 / LL:MID163 / DSC:MID 166 |
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The
Fund’s objective is to provide long-term growth of capital. Investments
will primarily be in equity securities of issuers operating in the agricultural
sector. |
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| FUND CODES: FE:MID
125 / LL:MID127 / DSC:MID 130 / F Series:MID 126 |
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The
Fund's objective is to maximize long-term total return. The Fund's investment
portfolio will be comprised primarily of equity and fixed income securities of
issuers that operate in or have exposure to the oil and gas industry. The
portfolio will be comprised of securities that are, in the opinion of the
Investment Advisor, high quality issuers that exhibit strong fundamentals,
possess superior prospects for growth and offer the potential to benefit from
the favourable supply-demand fundamentals in the oil and gas sector.
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| FUND
SYMBOL: FE:MID 800 / LL:MID849 / DSC:MID 850 |
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The Fund's objective
is to provide a stable level of income while emphasizing capital preservation.
The Fund invests in a diversified portfolio of fixed income and equity
securities which may include income funds. |
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 5-star
rating (Globefund November 30, 2009) |
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| FUND
SYMBOL: FE:MID 170 / LL:MID174 / DSC:MID 175 / F Series: MID171 |
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The Fund’s
objective is to provide long-term growth of capital. The Fund invests primarily
in equity and equity-related securities of issuers that are engaged in the
exploration and production of precious metals and minerals such as gold,
silver, platinum, palladium, diamonds and other precious metals, minerals and
gems, and will be supplemented by the securities of issuers operating in the
base metals and resource sectors. |
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FUND CODES: FE:MID 400 /
LL:MID424 / DSC:MID 425 |
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The Fund's objective
is to provide a high level of interest income, while emphasizing capital
preservation and liquidity. The Fund invests in high quality fixed income
securities, with maturities of generally not more than three years, including
treasury bills and other short-term debt instruments. Investments are
predominantly issued or guaranteed by federal or provincial governments, banks,
or trust and loan companies, and may also include high grade commercial paper
issued by corporations. |
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FUND CODES: FE:MID 210 /
LL:MID219 / DSC:MID 220 |
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The Fund’s
objective is to provide long-term growth of capital. The Fund invests in equity
and equity-related securities that are engaged in the exploration and
production of metals and minerals including uranium, molybdenum, nickel,
copper, lead, gold, diamonds, zinc and other base and precious metals and
minerals, supplemented by the securities of resource service
companies. |
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