Redwood Income Growth Fund

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  • 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

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. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or operational charges or income taxes payable by any unitholder that would have reduced returns. Nothing in any commentary should be considered a recommendation to buy or sell a particular security. The Fund may sell these securities at any time, or purchase securities that have previously been sold. The securities may increase or decrease in value after the date hereof, and the Fund may accordingly gain or lose money on the investment in the securities. Please read the prospectus before investing. The opinions expressed are provided by the portfolio manager responsible for the management of the Fund’s investment portfolio, as specified in the Fund’s prospectus. Unless otherwise stated, the source for data cited in any commentary is the portfolio manager. The statements by the portfolio managers in their commentaries are intended to illustrate their approach in managing the funds, do not necessarily reflect the views of Redwood Asset Management Inc.