Investment Objective
The investment objective of the Marquest Large Cap Fund is to provide long term capital appreciation. The Fund will seek to achieve its objective through investment in a broadly diversified portfolio consisting primarily of large capitalization Canadian and US/International companies. The Manager will concentrate on companies with strong growth prospects and a higher than market dividend yield. The Fund may employ various strategies to preserve capital during periods of market uncertainty including holding significant cash positions.
Fund Details
| Asset Class |
Canadian Equity |
| Inception Date |
January 1, 2001 |
| RSP / TFSA Eligible |
Yes / Yes |
| Management Fee |
2.0% |
| Incentive Fee |
20% over 10% threshold |
| Valuation Frequency |
Monthly |
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