ABC American-Value Fund

Objective

ABC American-Value Fund seeks fundamentally attractive American, special situation and foreign U.S. stock exchange listed common shares. The objective of the Fund is to pursue longā€term capital appreciation and dividend income by investing in a diversified portfolio of all-capitalization American equity securities. Using the same research approach as our two Canadian ABC Funds, the American market due to its sheer size provides us with extensive investment opportunities.

 

Top Ten Holdings

  • Apple Inc.
  • NVIDIA Corp.
  • Microsoft Corp.
  • Alphabet Inc., Class A
  • Amazon.com Inc.
  • Broadcom Inc.
  • Thermo Fisher Scientific Inc.
  • Danaher Corp.
  • Visa Inc., Class A
  • The Home Depot Inc.

As at March 31, 2023

Sector Breakdown

Chart by Visualizer

Geographic Breakdown

Chart by Visualizer
 

The ABC American-Value Fund has a minimum initial investment of $25,000.

© 2023 I.A. Michael Investment Counsel Ltd. All right reserved. Design by New Design Group.