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 | 107.6567 | +0.20% | +33.66% |
| U.S. Equity Advisor Fund Series F $CAD | 87.3504 | +0.19% | +33.41% |
| U.S. Equity Advisor Fund Series A* $CAD | 87.1502 | +0.19% | +33.08% |
| S&P 500 Index $CAD | 10,993.47 | -0.15% | +17.17% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 75.8359 | +0.67% | +29.05% |
| U.S. Equity Advisor Fund Series F $USD | 61.5140 | +0.66% | +28.79% |
| U.S. Equity Advisor Fund Series A* $USD | 61.3901 | +0.66% | +28.49% |
| S&P 500 Index $USD | 7,744.06 | +0.33% | +13.13% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 37.8444 | +1.58% | +19.99% |
| Canadian Equity Fund Series N | 36.2315 | +1.58% | +19.66% |
| Canadian Equity Fund Series A1 | 38.6766 | +1.58% | +19.74% |
| S&P/TSX Composite Index2 | 36,137.10 | +1.55% | +13.95% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 12.8884 | +0.41% | +17.69% |
| Balanced Fund Series A | 12.7197 | +0.41% | +16.68% |
| Benchmark1 | 120.2111 | +0.29% | +11.53% |
| 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. | |||