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: Montrusco Bolton
Advisor Inception Date: February 1987
About the Advisor: Christian Godin, B.A.A., M.Sc is manager and analyst of Canadian equities for Montrusco Bolton. Brendon Wood, Greenwich and Reuters ranked Godin as one of the top three Canadian small cap analysts in 1998, 1999 and 2000.
| Total Assets | Management Fee | MER | Distribution Frequency |
| $118.2 million | 1.90% | 2.26% | Annually |
| 3 Mo. | 6 Mo. | YTD | 1 Yr. | 3 Yr. | 5 Yr. | 10 Yr. | Since Inception |
|
| Specialty Growth Fund Inc. | 0.40% | -9.13% | -9.13% | -6.63% | 7.37% | 13.72% | 8.85% | 7.57% |
| Quartile Rank* | 4 | 3 | 4 | 3 | 3 | 3 | 2 | - |
| Front End | Back End | Volume Sales | Low Load | F-Series | I-Series |
| NWT134 | NWT235 | NWT335 | NWT834 | NWT535 | NWT735 |
Summary of Investment Portfolio March 31, 2008.
Management Report on Fund Performance as at March 31, 2008.
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.
