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Equity Funds


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Burgundy Partners’ Global Fund |
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Burgundy Focus Canadian Equity Fund |
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Burgundy American Equity Fund |
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Burgundy European Equity Fund |
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Burgundy EAFE Fund |
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(formerly “Burgundy Focus Japanese Equity Fund”) |

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Burgundy Focus Asian Equity Fund |
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(formerly “Burgundy Focus Japanese Equity Fund”) |

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Burgundy Compound Reinvestment Fund |
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Balanced Funds


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Burgundy Partners’ Balanced RSP Fund |
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Burgundy Balanced Income Fund |
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Fixed-Income Funds


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Burgundy Total Return Bond Fund |
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Burgundy Bond Fund |
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Beaujolais also offers Money Market Funds carrying very low fees.
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Burgundy Partners’ Global Fund:
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Investment Objective
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Mandate
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To obtain above-average long-term capital growth by investing
primarily in the equity securities of corporations located in all regions of
the world and by investing in other mutual funds.
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Invests primarily in global companies. The Fund may also
invest in Burgundy U.S. Smaller Companies Fund, Burgundy European Equity Fund,
Burgundy Asian Equity Fund, Burgundy Canadian Small Cap Fund and/or other
Burgundy mutual funds.
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Burgundy Focus Canadian Equity Fund:
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Investment Objective
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Mandate
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To obtain long-term capital growth by investing in securities of
large capitalization Canadian companies.
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Invests in companies that are incorporated and based in Canada or
carry on all or a significant portion of their business in Canada. Invests in
foreign companies that carry on a significant part of their business in Canada
in an amount that does not exceed 30% of the Fund’s net assets. May also invest
in mutual funds that have a similar focus on Canadian companies.
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Burgundy American Equity Fund:
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Investment Objective
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Mandate
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To obtain maximum long-term capital growth by investing in common shares,
convertible securities and other equity securities of U.S. companies and by investing
in other mutual funds.
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Invests primarily in U.S. companies and Burgundy mutual funds that focus
on U.S. companies. The Fund may also invest in Burgundy U.S. Smaller Companies Fund
and/or other mutual funds in any proportion.
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Burgundy European Equity Fund:
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Investment Objective
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Mandate
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To obtain long-term capital growth by investing in securities of European companies.
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Invests primarily in European companies.
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Burgundy EAFE Fund:
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Investment Objective
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Mandate
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To obtain long-term capital growth, while minimizing capital risk by
investing in companies listed on various European, Australian, Japanese and Far East
stock exchanges.
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Invests primarily in European, Australian, Japanese and Far East companies.
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Burgundy Focus Asian Equity Fund:
(formerly “Burgundy Focus Japanese Equity Fund”)
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Investment Objective
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Mandate
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To obtain long-term capital growth while minimizing capital risk by
investing primarily in equity securities of Japanese and other Asian companies.
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Invests primarily in Japanese and other Asian companies.
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Burgundy Compound Reinvestment Fund:
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Investment Objective
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Mandate
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To obtain long-term capital growth, while minimizing capital risk by
investing primarily in companies listed on U.S. and Canadian stock exchanges.
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Invests primarily in Canadian and U.S. companies. The Fund is a
concentrated portfolio including securities of dividend-paying companies (primarily
equity securities, such as preferred and common shares). These companies have
distinguished records of dividend increases, which are expected to continue over the
long term.
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Burgundy Partners’ Balanced RSP Fund:
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Investment Objective
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Mandate
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To achieve long-term capital growth by investing in a mix of Canadian
equities, U.S. and international equities, Canadian bonds and by investing in other
mutual funds.
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Invests in Canadian fixed income and in Canadian, U.S. and international
companies, as well as mutual funds that focus on Canadian, U.S. and international
companies. The Fund may invest in the Burgundy European Equity Fund, Burgundy Bond Fund,
Burgundy U.S. Smaller Companies Fund, Burgundy Asian Equity Fund and/or other
Burgundy mutual funds.
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Burgundy Balanced Income Fund:
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Investment Objective
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Mandate
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Protect capital while providing regular income and the opportunity
for capital appreciation. The Fund invests primarily in a combination of senior
Canadian bond issues, preferred shares and debentures, money market instruments
and equities of Canadian, U.S. and international companies and invests in other
Burgundy mutual funds.
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Invests in Canadian fixed income securities and in equity
securities of Canadian, U.S. and international companies. The Fund may invest
in the Burgundy Bond Fund, Burgundy Total Return Bond Fund, Burgundy Japanese
Equity Fund, Burgundy European Equity Fund and/or other Burgundy mutual funds.
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Burgundy Total Return Bond Fund:
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Investment Objective
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Mandate
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Provide a total return consistent with preservation of capital by
investing predominately in a well-diversified portfolio of corporate bonds issued
by Canadian, U.S. and other foreign corporations.
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The Fund will buy corporate bonds across the ratings spectrum
including bonds rated below investment grade. The Fund may invest in non-investment grade
bonds up to a maximum of 60% of the total assets of the Fund. The Fund can have up to 90%
of total assets in corporate bonds, while maintaining at least 10% in liquid government
securities that are used to manage interest rate risk. Other allowable securities are
inflation-protected bonds, income trusts and preferred equity securities that exhibit
bond-like characteristics.
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Burgundy Bond Fund:
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Investment Objective
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Mandate
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Achieve long-term total returns by investing primarily in Canadian fixed
income securities, including government debt securities, corporate bonds, debentures and
short-term notes of Canadian companies, which offer an attractive yield and opportunity
for capital appreciation.
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Invests in high quality investment grade bonds (rated BBB or better by
Canadian bond rating agencies), purchased for income, quality and liquidity.
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