Globevest Capital Balanced Fund
The Globevest Capital Balanced Fund is open to all of our clients.
This fund is diversified among a range of economic sectors, depending on manager investment strategies. It is one of the only funds available on the Canadian market that uses puts to reduce risk and boost yield.
Management fees for the Globevest Capital Balanced Fund are 1.79%, far below the Canadian average of 2.80%. This fund is eligible for all types of investment accounts (registered or not).
Description of the Globevest Capital Balanced Fund:
- Globevest Capital Balanced Fund (148 Ko)
Globevest Capital Alternative Growth Fund
Description of the Globevest Capital Alternative Growth Fund:
Globevest Capital Funds Legal Information
Please click on the following lists to view the legal documents pertaining to the Globevest Capital Balanced Fund:
- Globevest Capital Balanced Funds registration with the AMF (319 Ko)
- Offering memorandum (324 Ko)
- Trust indenture (6,4 Mo)
- Last year's financial statements (3,5 Mo)
Please click on the following lists to view the legal documents pertaining to the Globevest Capital Alternative Growth Fund:
- Offering memorandum (319 Ko)
- Trust indenture (324 Ko)
