a subsidiary of Purpose Investments Inc.

Redwood Equity Growth Fund

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MANAGEMENT FEE

SERIES

FUNDSERV CODE

TICKER

THOMSON ONE TICKER

DISTRIBUTION YIELD

DISTRIBUTION FREQUENCY

  • OVERVIEW
  • DISTRIBUTIONS
  • FUND DOCUMENTS

The Approach

A quantitative investment approach that assesses fundamental investment criteria, as well as technical measures, to provide exposure to well-managed, higher growth Canadian companies while reducing exposure in times of market turmoil.

Why This Fund Is Relevant

  • Investors sometimes make decisions about their investments based on fear or elation; they buy when markets go up and sell when markets go down. But there's a better way to invest.
  • Redwood Equity Growth Fund removes emotion from the investment process, using a rules-based, top-down/bottom-up strategy to select Canadian companies with better prospects for capital appreciation. The Fund provides exposure to Canadian growth stories that may not be on investors’ radars, with a focus on companies that are showing improving fundamentals.
  • The result: A unique investment solution for investors seeking exposure to Canadian equities with better prospects for capital appreciation and low correlation to the S&P/TSX Composite Index. 

Quick Facts

  1. An all-capitalization Canadian portfolio of companies exhibiting accelerating earnings growth
  2. Systematic, quantitative approach to investing that eliminates emotion from the investment process
  3. Disciplined risk management; adjusts market exposure to broader economic and technical factors, while also managing individual company risk
  4. Focus on companies with improving fundamentals, superior earnings growth potential

Historical Performance

Calendar Performance

Performance

  • GROWTH OF $1,000
  • DAILY NAV

Daily NAV

Top Holdings

Sector Allocation

Country Allocation

Distributions

Fund Documents

Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Please read the prospectus before investing. If the securities are purchased or sold on a stock exchange, you may pay more or receive less than the current net asset value. The indicated rate of return is the historical annual compounded total return including changes in share/unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. The rate of return is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the investment fund or returns on an investment in the investment fund.