Specialty Growth Fund Inc.
Investment Objectives: To achieve long-term growth from a number of economic sectors and market capitalizations. The Fund primarily invests in companies with head offices in, or substantial connection to the province of Québec.
Inception Date:February 1987
Investment Style: The fund looks for companies with sustainable competitive advantage, strong management, a proven track record and an attractive valuation.
Portfolio Advisor:
About the Advisor:
Christian Godin, Manager and Analyst of Canadian Equities
Download Portfolio Manager Profile
Download Morningstar Report
Other funds to consider:
Northwest Specialty Equity Fund Northwest Specialty Innovations Fund
| Total Assets | Management Fee | MER | Distribution Frequency |
| $109.0 million | 1.90% | 2.33% | Annually |
| 3 Mo. | 6 Mo. | YTD | 1 Yr. | 3 Yr. | 5 Yr. | 10 Yr. | Since Inception |
|
| Specialty Growth Fund Inc. | 7.4% | 16.5% | 0.2% | 58.2% | 2.2% | 6.1% | 6.5% | 6.5% |
| Quartile Rank* |
| Front End | Back End | Volume Sales | Low Load | F-Series | I-Series |
| NWT134 | NWT235 | NWT335 | NWT834 | NWT535 | NWT735 |
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.
