Our Funds

Portfolio Manager

LOGiQ Growth Class

Fund manager:
Norm Lamarche

Objective:The investment objective of the Fund is to seek capital appreciation primarily through investment in equity securities of a diversified group of publicly traded small capitalization companies and to a lesser extent in equity securities of a diversified group of private companies, subject to prescribed limits on illiquid investments set forth in NI 81-102. The Investment Advisor may also consider non-investment factors such as cash flow and liquidity requirements, hold periods and restrictions, risk factors, stop-loss containment and tax efficient distributions.

Returns as at 5.31.2017*

1 month Year-to-Date 1 year 3 year 5 year 10 year CAGR
-5.5% -26.3% -13.7% -22.4% -11.7% n/a 0.1%
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INVESTMENT “SWITCHABILITY”:
Tax-exempt investment switching with other LOGiQ Mutual Funds Ltd. funds, allowing for changes to sector focus, without penalty.

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

Sector Allocation

as at 2/28/2017

Top Ten Holdings

as at 2/28/2017; listed alphabetically

  • Arizona Mining Inc
  • ARC Resources Ltd
  • Crescent Point Energy
  • Crew Energy Inc
  • PHX Energy Services Corp
  • Precision Drilling Corp
  • TORC Oil & Gas Ltd
  • Trinidad Drilling Ltd
  • West Fraser Timber Co
  • Whitecap Resources Inc
View Fund Notes

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

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

View Performance

* Performance and NAV information provided is unaudited, and net of all fees and expenses.
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