Bridgehouse Asset Managers has teamed up with Morningstar Associates to open the Morningstar Strategic Canadian Equity Fund.

It’s a strategic beta fund that combines elements of passive and active investing using a rules-based process, and aims for improved long-term returns with a lower risk profile compared to the S&P/TSX Composite Index. Designed as a core Canadian equity solution, the fund is offered at a 0.50% management fee on Series F units, 0.65% management fee on Series D units and a 1.50% management fee on Series A units.

The portfolio will contain 30 to 40 companies selected on the basis of factors such as value, quality, reasonable risk and momentum. The proprietary ratings to help screen Canadian stocks will include the Morningstar rating.


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