Our Funds

Portfolio Manager

Front Street Global Opportunities Class

Fund manager:
Frank Mersch

Objective: The Fund’s investment objective is to provide Shareholders with long term capital growth through the selection, management and strategic sector rotation and trading of global positions in equity, debt and derivative securities. The Fund may have exposure to all sectors of the economy, with the ability to focus its assets in specific industry sectors and asset classes based on analysis of business cycles, industry sectors and market outlook. The Fund will be global in nature and invest in small, medium and large cap companies.

Returns as at 2.28.2017*

1 month Year-to-Date 1 year 3 year 5 year 10 year CAGR
4.8% 4.8% 15.1% 3.2% 12.2% n/a 10.3%

Value Added Monthly Index (VAMI) Since Inception

Value added monthly index chart
View Portfolio

Sector Allocation

as at 1/31/2017

Top Ten Holdings

as at 1/31/2017; listed alphabetically

  • Alphabet Inc Class C
  • CBS Corporation
  • Costco Wholesale Corporation
  • E.I. du Pont de Nemours and Co
  • Facebook Inc.
  • Front Street MLP
  • Home Depot Inc. (The)
  • Intel Corporation
  • MasterCard Incorporated Class A
  • Walgreens Boots Alliance Inc.
View Fund Notes

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

Investment Switch-Compatible: Front Street Resource Growth and Income Class, Front Street Diversified Income Class, Front Street Growth Class, Front Street Special Opportunities Class, Front Street Growth & Income Class, Front Street Global Opportunities Class, Front Street Money Market Class, Front Street Tactical Bond Class, and Front Street Global Balanced Income Class

View Performance

* Performance and NAV information provided is unaudited, and net of all fees and expenses.
- Please read our disclaimer