North Growth Management is a Vancouver-based boutique investment firm specializing in U.S. and Canadian equities. We manage our Funds based on active, bottom-up stock selection according to our long-established Growth at a Reasonable Price philosophy.
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $CAD | 105.2388 | +0.49% | +30.66% |
| U.S. Equity Advisor Fund Series F $CAD | 85.4040 | +0.48% | +30.44% |
| U.S. Equity Advisor Fund Series A* $CAD | 85.1947 | +0.48% | +30.10% |
| S&P 500 Index $CAD | 10,591.95 | +0.48% | +12.89% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 75.2028 | +0.37% | +27.97% |
| U.S. Equity Advisor Fund Series F $USD | 61.0115 | +0.37% | +27.74% |
| U.S. Equity Advisor Fund Series A* $USD | 60.8790 | +0.36% | +27.42% |
| S&P 500 Index $USD | 7,568.92 | +0.36% | +10.57% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 38.5262 | +1.97% | +22.16% |
| Canadian Equity Fund Series N | 36.8783 | +1.97% | +21.79% |
| Canadian Equity Fund Series A1 | 39.3672 | +1.97% | +21.88% |
| S&P/TSX Composite Index2 | 35,532.28 | -0.75% | +12.04% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 12.8007 | +0.67% | +16.88% |
| Balanced Fund Series A | 12.6265 | +0.66% | +15.83% |
| Benchmark1 | 117.9885 | +0.03% | +9.47% |
| 1The custom blended benchmark is composed of 40% S&P 500 Index, 20% S&P/TSX Composite Index (Source: TSX © Copyright 2026 TSX Inc. All rights reserved.) and 40% 90-Day Government of Canada Treasury Bill yields that have been annualized and converted to a daily return, and is rebalanced daily. | |||