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
fund details as at 31/08/2010
| Total Assets | Management Fee | MER | Distribution Frequency |
| $45.4 million | 2.00% | 2.62% | Annually |
portfolio performance
| 3 Mo. | 6 Mo. | YTD | 1 Yr. | 3 Yr. | 5 Yr. | 10 Yr. | Since Inception |
|
| Specialty Innovations | -8.2% | -16.8% | -18.7% | -11.2% | -11.2% | -2.4% | 3.5% | |
| Quartile Rank* |
fund codes
| Front End | Back End | Volume Sales | Low Load | F-Series | I-Series |
| NWT10116 | NWT10217 | NWT10317 | NWT816 | NWT517 | - |
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.
