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Equity FundR4 · Growth

Global Equity Growth Fund

Managed by Northgate Capital Partners · A+ rated

Target return / mo

10.5%-16.0%

Duration

36 months

Min. investment

$2,500

Payout

At maturity

Indicative performance

Illustrative NAV over the last 12 months (base = 100)

Past or simulated performance is not indicative of future results.

Strategy & approach

A high-conviction portfolio of 40-60 global equities selected on quality, growth and valuation. The fund is diversified across sectors and geographies with a 3-year recommended horizon and is suited to investors comfortable with market volatility.

40-60 high-conviction names
Global diversification
3-year horizon

Risk disclosure

This product carries a risk rating of R4. Your capital is at risk and you may get back less than you invest. Target returns are illustrative and not guaranteed. This product has a 36-month term; early redemption may be restricted. Read the full Risk Disclosure Statement before investing.

Documents

Fund Fact Sheet

PDF · 455 KB

Risk Disclosure Statement

PDF · 268 KB

Prospectus

PDF · 2.6 MB

About the manager

Northgate Capital Partners

Licensed investment manager · Est. 2004 · Reg. Placeholder A

AUM

$610M

Rating

A+

License

IA-2016-1180

Invest in this product

Open
79% funded$251.7M / $320M
Available balance$24,820.50
Est. return at maturity i$0.00
Maturity value (est.)$0.00

Matures in 36 months · at maturity payouts

15,320 investors hold this product