Redwood Income Growth Fund

  • F
  • A

MANAGEMENT FEE

SERIES

FUNDSERV CODE

TICKER

THOMSON ONE TICKER

DISTRIBUTION YIELD

DISTRIBUTION FREQUENCY

  • OVERVIEW
  • DISTRIBUTIONS
  • FUND DOCUMENTS

The Approach

A rules-based, unsentimental approach provides exposure to Canadian companies with the best fundamental potential for income and growth.

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 Income Growth Class removes emotion from the investment process, using a rules-based, top-down strategy to select Canadian dividend-paying companies of all sizes with the best prospects for capital appreciation.
  • The result: Lower risk with income and higher potential for growth.

Quick Facts

  1. The portfolio can hold significant levels of cash, if macro-economic indicators suggest the investment environment is not supportive
  2. An All-Cap portfolio focused on companies that are growing their earnings at an ever increasing rate, and also paying a dividend
  3. The quantitative approach provides a framework for security selection and portfolio construction that removes emotion from the process

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.