Portfolio as at March 31, 2013
Asset Allocation
|
1 |
Canadian Equity
|
93.38%
|
|
2 |
US Equity
|
4.80%
|
|
3 |
Other
|
0.94%
|
|
4 |
International Equity
|
0.87%
|
| |
|
100.00% |
Geographic Allocation
|
1 |
Canada
|
93.39%
|
|
2 |
United States
|
5.74%
|
|
3 |
Latin America
|
0.87%
|
| |
|
100.00% |
Sector Allocation
|
|
Basic Materials
|
51.10%
|
|
|
Energy
|
45.60%
|
|
|
Utilities
|
1.12%
|
|
|
Exchange Traded Fund
|
0.93%
|
|
|
Industrial Services
|
0.64%
|
|
|
Other
|
0.61%
|
| |
|
100.00% |
Portfolio Holdings of Maple Leaf Resource Class
Portfolio data shown above is updated Quarterly.
(1) Top 10 large cap holdings arranged by market capitalization from largest to smallest as at March 31, 2013. "Large cap" means entities with a market capitalization between $5 - $100 Billion.
(2) Top 10 mid cap holdings arranged by market capitalization from largest to smallest as at March 31, 2013. "Mid cap" means entities with a market capitalization between $1 - $5 Billion.
(3) Top 10 small cap holdings arranged by market capitalization from
largest to smallest as at March 31, 2013. "Small cap" means entities with a
market capitalization between $0 - $1 Billion.
Quarterly Investment Summary Report
To view a PDF copy of the Quarterly Summary of Investment Portfolio as at March 31, 2013 click here
Portfolio Manager
Maple Leaf Funds investment portfolio's are exclusively and actively managed by Portfolio Manager, Jim Huang, President of T.I.P. Wealth Manager Inc.
Click to hear Jim's Investment Strategy
Resource Class Information
Risk Meter | | | |  | |
| Low | Low to
Medium | Medium | Medium
to High | High |