Specialty Innovations
Investment Objectives: To achieve superior returns through active management of a diversified portfolio consisting principally of equity securities issued by leading technology companies listed through the TSX and NASDAQ.
Inception Date: November 2000
Investment Style: The Fund uses a bottom-up style to seek out companies with technological advantages, marketable products, market dominance and earnings growth.
Portfolio Advisor:
About the Advisor:
Robert McWhirter,
President
Download Portfolio Manager Profile
Download Morningstar Report
| Total Assets | Management Fee | MER | Distribution Frequency |
| $61.7 million | 2.00% | 2.62% | Annually |
| 3 Mo. | 6 Mo. | YTD | 1 Yr. | 3 Yr. | 5 Yr. | 10 Yr. | Since Inception |
|
| Specialty Innovations | 1.2% | 6.8% | -2.3% | 20.7% | -7.1% | 0.9% | 5.7% | |
| Quartile Rank* |
| Front End | Back End | Volume Sales | Low Load | F-Series | I-Series |
| NWT10116 | NWT10217 | NWT10317 | NWT816 | NWT517 | - |
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.
