Matco Canadian Equity Income Fund

  • Series F
  • MAT701

The Fund invests in mid to large-cap leading Canadian dividend-paying companies and is diversified across sectors. The Fund seeks to generate regular dividend income plus long-term capital appreciation.

Why invest in
this fund

Watch video

Fund inception date

2007

Fund net asset value as of 12/31/2023

$88.1 M

Risk tolerance as of 12/31/2023

Medium

Dividend yield as of 12/31/2023

3.83%

Performance

Growth of $10,000

Top 10 Holdings

4.4% - Restaurant Brands International

4.4% - Thomson Reuters Corp

4.1% - Waste Connections Inc

4.1% - RB Global Inc

4.0% - Great-West Lifeco Inc

4.0% - Canadian Natural Resources Limited

3.7% - CN Rail

3.7% - Canadian Pacific Kansas City Ltd

3.6% - Enbridge Inc

3.5% - Canadian Imperial Bank of Commerce

Exposure breakdown

  • Sectors
  • Asset Mix
  • Geography

Meet the Portfolio Manager

Anil Tahiliani

Anil Tahiliani MBA, CFA

Senior Portfolio Manager

Read bio

Ready to achieve your goals?

Performance returns for the Matco Mutual Funds are calculated by Matco Financial Inc. These returns are calculated and reported in Canadian dollars and are historical simple returns for the 3 month, YTD and 1 year periods and annualized compounded total returns for periods after 1 year. They include changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. A cumulative return on an investment is the aggregate amount that the investment has gained or lost over time, independent of the amount of time involved, expressed as a percentage. Calendar year return reflects the compound rate of return over the specified calendar year (January 1st to December 31st). Matco Fund returns are calculated after management fees and operating expenses have been deducted.

Confident woman holding mobile phone

Get Matco
Market Insights

delivered to your inbox once a month