The Coleford Equity Fund was created and is managed by Coleford to offer the benefits of our investment management services to family members of existing clients and to clients with smaller pools of capital (i.e., TFSA’s/RESP’s).
The Fund’s investment objective is to generate long-term capital appreciation and it invests in a small number of high-quality North American and international stocks with a global focus. The Fund is suitable for long-term investors.
For purchases made by “accredited investors,” the minimum investment amount is $25,000. For purchases made by investors other than accredited investors, the minimum investment amount is $150,000 unless the purchase is made by certain secondary managed accounts (family members of existing clients) in Ontario in accordance with the exemptive relief obtained.
Custody and fund accounting services are provided by TD Waterhouse.
Dividend Notice December 30 2011
For more information, please contact us.