Investment Objective
The investment objective of the Marquest Small/Mid 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 securities of small and medium capitalization Canadian growth companies. The Fund will invest primarily in securities of public issuers but may hold up to 20% of its assets at any time in private companies. The Fund may employ various strategies to preserve capital during periods of market uncertainty including holding significant cash positions.
Fund Details
| Asset Class |
Canadian Small/Mid Cap Equity |
| Inception Date |
October 1, 1997 |
| RSP / TFSA Eligible |
Yes / Yes |
| Management Fee |
2.0% |
| Incentive Fee |
20% over 10% threshold |
| Valuation Frequency |
Monthly |
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