Our Funds

Portfolio Manager

Front Street Canadian Equity Fund Class

Fund manager:
Frank Mersch

**Note: this fund is no longer available for sale, and has merged into Front Street Canadian Equity Fund. The information on this page is provided for historical purposes.**
Objective: Long-term capital growth is achieved through the selection, management and strategic trading of long and short positions in equity, debt and derivative securities. The portfolio will consist of investments that generate capital gains, but will also include investments that generate income.

Returns as at 4.30.2017*

1 month Year-to-Date 1 year 3 year 5 year 10 year CAGR
-0.3% 2.5% 16.7% 3.8% 6.0% n/a 6.4%

Value Added Monthly Index (VAMI) Since Inception

Value added monthly index chart
View Portfolio

Sector Allocation

as at 2/28/2017

Top Ten Holdings

as at 2/28/2017; listed alphabetically

  • Aecon Group Inc 5.5% 12/2018*
  • Agnico Eagle Mines Limited
  • Boralex Inc Class A
  • Boyd Group Income Fund
  • Brookfield Business Partners LP
  • Enbridge Inc.
  • Kelt Exploration Ltd.
  • Kinaxis Inc.
  • Seven Generations Energy Ltd
  • Weyerhaeuser Company
View Fund Notes

Fund Notes:
INVESTMENT “SWITCHABILITY”:
Tax-exempt investment switching with other Front Street Mutual Funds, allowing for changes to sector focus, without penalty.

Investment Switch-Compatible Classes: Front Street Resource Class, Front Street Diversified Income Class, and Front Street Money Market Class.

View Performance

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