The presence of a high-water mark will ensure that the funds will achieve a return above the previous NAV on which performance fees were paid
New income mandate is flexible in its pursuit of yield
CMP 2009 Resource Limited Partnership has completed the first closing of its initial public offering of limited partnership units, CMP said Friday.The partnership sold 35,000 units for gross proceeds of $35 million. The partnership plans a second closing on March 3.The partnership’s investment objective is to provide for a tax-assisted investment in a diversified portfolio […]
David Taylor steers Dynamic Value Fund through treacherous markets
Goodman & Company, Investment Counsel Ltd. says that unitholders have approved the reorganization of the Marquis Investment Program and Radiant Strategic Portfolios to create a single streamlined wrap program.At special meetings held Tuesday, unitholders approved the several fund mergers, as well as changes to the investment objectives to five continuing funds.The reorganization is expected to […]
Goodman & Co., Investment Counsel Ltd. today announced the launch of the eighth series of Bank of Montreal Dynamic RetirementEdge Income Portfolios. Goodman & Co. says the deposit notes are an investment solution that balances the wealth accumulation and distribution needs of baby boomers.The notes will be available until Friday, September 26, and will be […]
Notes linked to portfolio of 10 Dynamic funds
Deposit notes provide exposure to portfolio of 10 Dynamic Funds
New wrap program offers four asset allocation options
Deferred 5 & Deferred 10 deposit notes now offered with a guaranteed minimum growth of 5% annually during the accumulation phase