Fund Manager
Front Street Growth & Income Fund
The new Front Street Growth & Income Fund will employ a growth-oriented style of investing to seek companies that are poised to increase in enterprise value over a short to medium time horizon. The Fund will invest in a diversified portfolio of securities in a wide variety of sectors, including resource-based issuers (including oil and gas, mining), agricultural stocks as well as financial sector securities, convertible shares and REITS, both domestic and global. Security selection will be based on fundamental, bottom-up credit analysis. A key strategy of the Fund will be to utilize a combination of option-writing strategies to generate premium income. The Fund is suitable for investors seeking yield and long-term capital growth with a low to medium tolerance for risk.
| Latest 02.21.12 | Previous 02.17.12 | Change ($) | Month's End 01.31.12 | Month-to-Date | |
|---|---|---|---|---|---|
| Series A | $8.8513 | $8.7983 | +0.0530 | $8.7367 | +1.3% |
| Series B | $8.8501 | $8.7973 | +0.0528 | $8.7367 | +1.2% |
| Series F | $8.8862 | $8.8323 | +0.0539 | $8.7674 | +1.3% |
| Series X | $8.8513 | $8.7983 | +0.0530 | $8.7367 | +1.3% |
INVESTMENT HIGHLIGHTS:
• Moderate growth • Consistent quarterly income • 5% effective yield • Global flexibility • Option writing •Proven management expertise in equity and income markets • Tax-exempt investment “switchability” • Daily liquidity and pricing • RRSP Eligible
INVESTMENT “SWITCHABILITY”:
Tax-exempt investment switching with other Front Street Mutual Funds Ltd. funds, allowing for changes to sector focus, without penalty.
Investment Switch-Compatible: Front Street Resource Fund, Front Street Canadian Equity Fund, Front Street Diversified Income Fund, Front Street Small Cap Fund, Front Street Special Opportunities Canadian Fund, Front Street Global Opportunities Fund, Front Street Value Fund, and Front Street Money Market Fund.
INVESTMENT “SWITCHABILITY”:
Tax-exempt investment switching with other Front Street Mutual Funds Ltd. funds, allowing for changes to sector focus, without penalty.
Investment Switch-Compatible: Front Street Resource Fund, Front Street Canadian Equity Fund, Front Street Diversified Income Fund, Front Street Small Cap Fund, Front Street Special Opportunities Canadian Fund, Front Street Global Opportunities Fund, Front Street Value Fund, and Front Street Money Market Fund.
Press Releases
Fund Codes & Trading Symbols
Class A -FSC 460 (LL)
Class B -FSC 461 (FE)
Class F -FSC 462 (NL)
Class X -FSC 463