Specialty Equity Fund
Investment Objectives: To achieve capital appreciation over the longer term by primarily investing in the equity of smaller, faster growing Canadian companies with market capitalization of less than 0.15% of the S&P/TSX Composite Index..
Inception Date: March 1986
Investment Style:The Fund uses a value style management to uncover smaller capitalized companies with strong fundamentals and a demonstrated ability to grow.
Portfolio Advisors:
About the Advisors:
Christian Godin, Manager and Analyst of Canadian Equities
Download Portfolio Manager Profile
Morningstar Report: Download
Other funds to consider:
Northwest Specialty Growth Fund Inc. Northwest Specialty Innovations Fund
| Total Assets | Management Fee | MER | Distribution Frequency |
| $227.0 million | 2.00% | 2.57% | Annually |
| 3 Mo. | 6 Mo. | YTD | 1 Yr. | 3 Yr. | 5 Yr. | 10 Yr. | Since Inception |
|
| Specialty Equity Fund | 2.5% | 5.4% | 4.9% | 26.9% | -1.9% | 4.4% | 15.6% | 15.6% |
| Quartile Rank* |
| Front End | Back End | Volume Sales | Low Load | F-Series | I-Series |
| NWT10118 | NWT219 | NWT319 | NWT818 | NWT519 | NWT719 |
Interim Management Report on Fund Performance as at March 31, 2010.
Summary of Investment Portfolio as at June 30, 2010.Management Report on Fund Performance as at September 30, 2009.
Proxy Voting Record: To view the proxy voting record for the fund, please click this link and then select the fund from the drop down menu.
