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North Growth equity funds are best suited for long term investment planning, so we strongly recommend a minimum five-year horizon when investing with us.
Money you might need during that five-year period should be invested in a liquid investment like a money market fund.
Because our fund managers’ objectives are the best long-term returns possible for our clients, North Growth doesn’t manage segregated portfolios for individual clients. This may make our service different to that which investors have experienced with larger investment firms.
Reporting to our clients
We strongly believe that keeping track of your investments should be easy. We provide clients straightforward reporting of investment results.
Our clients get individual quarterly statements and a comprehensive annual report. In addition, they receive our reputable monthly fund reports. These help our investors follow our fund managers’ investment decisions and show comparative return figures.
Our monthly reports are short and easy to read. The reports are our clients’ primary information source on current issues, but we encourage our clients to call us directly if they have any administrative or investment questions. Face-to-face meetings can be arranged any time, we feel staying in touch is extremely important.
Although our clients typically make their own investment decisions based on the information we provide, we also offer individual investment advice, if preferred.
And we listen closely to client feedback on how to communicate investment information more effectively so that they can make better investment decisions with us and with other firms too.
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