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 |
| $108.2 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. | 1.7% | 5.0% | 5.2% | 22.3% | 2.6% | 5.6% | 5.8% | 5.8% |
| Quartile Rank* |
| Front End | Back End | Volume Sales | Low Load | F-Series | I-Series |
| NWT134 | NWT235 | NWT335 | NWT834 | NWT535 | NWT735 |
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.
