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 |
| $248.8 million | 2.00% | 2.57% | Annually |
| 3 Mo. | 6 Mo. | YTD | 1 Yr. | 3 Yr. | 5 Yr. | 10 Yr. | Since Inception |
|
| Specialty Equity Fund | 8.2% | 20.3% | -0.4% | 69.2% | -1.2% | 4.7% | 14.6% | 14.6% |
| Quartile Rank* |
| Front End | Back End | Volume Sales | Low Load | F-Series | I-Series |
| NWT10118 | NWT219 | NWT319 | NWT818 | NWT519 | NWT719 |
Summary of Investment Portfolio December 31, 2009.
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.
