This Fund is closed to new purchases*
A diversified portfolio that focuses predominantly on later-stage opportunities throughout a broad range of investment sectors; the Fund provides investors with a conservative portfolio of predominantly later-stage investments.
Fund Information
Management Objective & Strategy
Creation of 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. These investments are primarily done via equity and convertible structures in order to maximize long-term return potential.
Advantages of Investment
- Access to high growth potential of private Canadian enterprises
- Large, mature portfolio of investments
- Investments diversified across 10+ industry sectors
- 20% tax credits on each annual contribution
Date of Inception
December, 2005
Fund Symbol
Series I -CIG 987
Series II -CIG 988
Series III -CIG 989
Series IV -CIG 459
Series V -CIG 460
Series VI -CIG 461
Series VII -CIG 462
Series VIII - CIG 465
Series IX - CIG 466
Investment Advisor
Covington Capital Corporation
Management Fee
2.5% (Series I, II & III)
Tax Credits
20%
*Effective December 1, 2009 Series II & III are closed to new purchases. The Series remains open to redemptions.
