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Objective
The Fund aims for income generation and capital appreciation by investing primarily in dividend or income paying securities, including royalty trust securities, real-estate investment trust securities and limited partnership securities and other exchange-listed participating securities. The Fund may also invest in securities of other mutual funds.
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Fund Manager
SLGI Asset Management Inc.
Portfolio Manager
Robert Almeida, SLGI Asset Management Inc.
Sub-Advisor
David Cole, MFS Institutional Advisors, Inc.
Michael Skatrud, MFS Institutional Advisors, Inc.
Joshua Marston, MFS Institutional Advisors, Inc.
Neeraj Arora, MFS Institutional Advisors, Inc.
Jonathan Sage, MFS Institutional Advisors, Inc.
James Fallon, MFS Institutional Advisors, Inc.
Matt Krummell, MFS Institutional Advisors, Inc.
Jed Stocks, MFS Institutional Advisors, Inc.
Richard Gable, MFS Institutional Advisors, Inc.
Mark Syn, MFS Institutional Advisors, Inc.
Soami Kohly, MFS Investment Management Canada Limited
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