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Disclaimer

I am an accredited or eligible investor as defined in National Instrument 45-106.

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Marquest Income & Growth Fund

Pooled Funds

Marquest Income & Growth Fund

Marquest Pooled Funds are available to eligible investors via offering memorandum.

Investment Objective

The investment objectives of the Fund are to provide long term capital appreciation and stable monthly cash distributions.

Fund Features

  • Balanced asset mix between fixed income and dividend paying stocks
  • Attractive tax effective yield
  • Active stock selection process focused on attractive dividend yields

Fund Details

ASSET CLASS
Canadian Equity Balanced

MINIMUM INITIAL PURCHASE
$5,000; $1,000 subsequent purchases

ELIGIBILITY
RSP/RIF/TFSA

CAPTION YIELD
6.60%

INCEPTION DATE (DD-MM-YYYY)
01-09-2010

Risk Rating

Low

High

Medium

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