How to Invest

LOGiQ Asset Management funds can be purchased through approved dealers across Canada, including investment advisors and financial planners.

Ask your advisor about our corporate class family of funds, with a wide range of well-differentiated funds to meet investors' needs. Explore some of our more popular options using the tabs below. One of the main advantages of our corporate class family is the ability to switch between funds within the corporate class family tax-free and without fees, so you can adjust your investment strategy as your needs and market conditions change.

When speaking with an advisor about any particular fund, please also read the fund's prospectus, which is found in the downloads area of each fund's web page. Many of our funds come in various fee structure classes, so be sure to speak to your advisor or broker about which one is best for you.

The LOGiQ Tactical Bond Class offers a dynamic and global approach to fixed income. This thinking also helps generate income within our Global Balanced Income Class, a diversified balanced fund that may also look to dividend stocks and U.S. energy-infrastructure MLPs as sources of income.

High-yielding energy infrastructure assets are the focus of our MLP & Infrastructure Income Class. LOGiQ Asset Management has been a leader in giving Canadian investors access to U.S. midstream MLPs, which have historically offered generous—and consistently growing—distributions. You can learn more about this exciting asset class at our understanding MLPs page.

For dividend-driven income, look to our LOGiQ Growth & Income Class or the Resource Growth & Income Class, which focuses on established, larger-cap Canadian resource companies.

Our current income-oriented funds are listed below:

Veteran portfolio manager Frank Mersch—our Chief Investment Officer—has built an impressive track record over his three decades in money management. Besides co-managing a number of our , Frank manages the LOGiQ Global Opportunities Class, coupling his sector-driven outlook with experienced stock-picking focused on companies that can disrupt 'business as usual' within their industries. For investors looking for both growth-oriented investing as well as monthly income, don't forget to look at the LOGiQ Growth & Income Class.

Norm Lamarche manages growth-oriented funds focused on the North American energy story. Norm's extensive track record and his relationships with movers in the global resource, mining and energy sectors have helped his funds bring exceptional returns for clients over the years. The LOGiQ Special Opportunities Class focuses on stock-picking stories among smaller-cap Canadian energy producers. The LOGiQ Growth Fund takes a somewhat more thematic approach to the North American energy renaissance, covering small- and mid-cap equities, service providers and other players in the energy and resources sectors. The LOGiQ Growth Class is similar to the Growth Fund, but offered within our corporate class family for easy switching.

Explore our growth-oriented funds below:

Our Corporate Class funds give investors the ability to switch between our best products - as their investment goals (and the markets) change - without fees or tax implications. Each fund is structured as a different class of shares within a single corporation, and can be exchanged for a different class fund without triggering a taxable event, helpful for non-registered investments.

Our Corporate Class products include: