**Please see below for important disclaimer.
Fortified funds celebrate one-year anniversary with the gift of effective downside protection.
Our new funds give more investors access to downside risk protection.
MORE PRECISION. BETTER PROTECTION.
We believe most investor portfolios are too vulnerable to changes in market and economic conditions. There is a better way to build portfolios, using more precision in managing risk exposures. We offer a range of solutions, calibrated to meet the needs of our clients:
Please note this site is for Canadian residents only.
**Video content as at Oct 31, 2016. Most recent performance as at Dec 30, 2016 for Fortified Multi-Asset Class A: 1 yr: 10.48%; since inception (Oct 29, 2015) 8.98%. For its benchmark (S&P/TSX Composite TRI (15%), MSCI World Index net total return CAD (30%), FTSE TMX Canada 30 Day T-Bill Index (10%), BofA Merrill Lynch Global High Yield Index– hedged to CAD (25%), BofA Merrill Lynch Global Corporate Index– hedged to CAD (5%), BofA Merrill Lynch G7 Global Government Index–hedged to CAD (15%): 1 yr 9.27%, and since inception (Oct 29, 2015) 7.00%.