Fortified Funds are core holdings designed to grow your wealth while reducing downside risk— to help you reach your investment goals more comfortably*.
Click on the printer icon to read more about each fund’s strategy and positioning. Click on the book icon to view the regulatory Fund Facts document.
Δ Inception date for all funds is October 29, 2015.
*Accredited Investors may be better suited to investing in our authentic hedge funds, as they allow for even more precise risk management. Speak to your Investment Advisor for assistance in determining the best strategy for your needs.
Commissions, trailing commissions, management fees, performance fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.