Quick Facts

North Growth U.S. Equity Fund

More Information:

Investment Objectives:

Long-term growth through capital appreciation by investing in equity securities of US high potential growth companies.

Date of Inception: October 13, 1992
Team: Rudy North
Senior Portfolio Advisor, President & CEO

Rory North
Lead Portfolio Manager, CFO & COO

Erica Lau
Portfolio Manager

Cynthia Yen
Portfolio Manager

Jamie Kozak
Portfolio Manager
Client Communication: Annual Report, informal monthly reports
Load: No Load
Annual Management Fee: 1.20%
Management Expense Ratio (MER): 2007: 1.20%
Dividend Distribution: Income and capital gains accumulated throughout the year, distributed pro rata and reinvested on December 15th.
Trustee: RBC Dexia Investor Services Trust
Auditor: Deloitte & Touche
Minimum Investment: $150,000
RRSP Eligibility: Yes, foreign property
Prospectus: No Prospectus