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 | 105.5692 | +0.10% | +31.07% |
| U.S. Equity Advisor Fund Series F $CAD | 85.6727 | +0.10% | +30.85% |
| U.S. Equity Advisor Fund Series A* $CAD | 85.4726 | +0.10% | +30.52% |
| S&P 500 Index $CAD | 10,839.25 | -0.02% | +15.53% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 75.1169 | +0.41% | +27.83% |
| U.S. Equity Advisor Fund Series F $USD | 60.9422 | +0.41% | +27.60% |
| U.S. Equity Advisor Fund Series A* $USD | 60.8168 | +0.41% | +27.29% |
| S&P 500 Index $USD | 7,712.57 | +0.28% | +12.67% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 37.5778 | +0.22% | +19.15% |
| Canadian Equity Fund Series N | 35.9747 | +0.22% | +18.81% |
| Canadian Equity Fund Series A1 | 38.4025 | +0.22% | +18.89% |
| S&P/TSX Composite Index2 | 36,107.96 | +0.50% | +13.86% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 12.7607 | +0.08% | +16.52% |
| Balanced Fund Series A | 12.5918 | +0.08% | +15.51% |
| Benchmark1 | 119.4752 | +0.11% | +10.85% |
| 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. | |||