Covington’s most conservative fund offering, Covington Fund II utilizes a diversified investment approach that focuses predominantly on later-stage opportunities throughout a wide range of investment sectors including traditional industries, technology, and life sciences. The Fund employs a mixture of equity and debt investment structures. Each investment provides investors with added portfolio diversification.
Fund Information
Management Objective & Strategy
To create long-term capital appreciation driven by investments in select small to medium-sized Canadian enterprises. Investments are made only in businesses that are considered high-growth investment opportunities primarily inaccessible through the public market.
Advantages of Investment
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Access to high-growth potential of private Canadian enterprises
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Large, mature portfolio of investments
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Investments diversified across 10+ industry sectors
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20% tax credits on each annual contribution
Date of Inception
November 1, 1999
Fund Symbol
CIG 912
Investment Advisor
Covington Capital Corporation
Management Fee
2%
Tax Credits
30%
