Investment Objective
The investment objectives of the Marquest Income & Growth Fund are to provide long term capital appreciation and stable monthly cash distributions. The Fund will seek to achieve its objectives through investment in an actively-managed and broadly diversified portfolio of income generating securities. The portfolio may include dividend-paying equities, income trusts, preferred shares and corporate and government bonds and other income-bearing securities of primarily Canadian issuers. 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 Balanced |
| Inception Date |
September 1, 2010 |
| RSP / TFSA Eligible |
Yes / Yes |
| Management Fee |
1.75% |
| Incentive Fee |
20% over 10% threshold |
| Valuation Frequency |
Monthly |
< Back