Growth of $10,000

03/31/200703/08/2012
Fund Returns updated daily. Category and Index returns updated monthly.
Investment Objective and Strategy
The Fund’s objective is to provide long-term capital appreciation by investing primarily in Canadian equity securities.

Category Medalists

Morningstar’s Take

Contact Information

Telephone 866-757-7207
416-963-9353
Website www.edgepointwealth.com

Minimum Investments

  CAD
Initial 15,000
Additional 1,000
Closed to All Investors No
Closed to New Investors No

Sale

Country Registered For Sale
Canada
Country Available For Sale
Canada

Advisor Information

Fund Inception 17/11/2008
Name of Issuer EdgePoint Wealth Management Inc.
Fund Advisor(s) EdgePoint Investment Management Inc.
Subadvisor(s)

Management

  Start Date
Tye Bousada 17/11/2008
Geoff MacDonald 17/11/2008
Frank Mullen 25/05/2009
Ted Chisholm 05/05/2011
Andrew Pastor 01/01/2013