How to Invest
Front Street Capital funds can be purchased through approved dealers across Canada, including investment advisors and financial planners.
Ask your advisor about our 'Safe done Smart' income-oriented income funds, or our range of growth-focused funds, both outlined below. Also ask about our corporate class of funds, which allow you to switch between funds (within the corporate class family) tax-free and without fees, so you can adjust your investment strategy as your needs and market conditions change.
When speaking with an advisor about any particular fund, we also recommend reading the fund's prospectus, which is found in the downloads area of each fund's web page. Many of our funds come in various fee structure classes, so be sure to speak to your advisor or broker about which one is best for you.
Unsatisfied with existing income products, Eric Dzuba and Prakash Hariharan create Front Street Diversified Income Class. This low-volatility fund delivers regular income and has managed a 9.6% annual growth since inception. We call it "low risk done smart." The fund has earned a Fundgrade A as well as a 5-star Morningstar rating.*
Front Street Growth & Income Class is also "low risk done smart." Managed by Prakash Hariharan, it uses option-writing strategies to generate premium income, while providing investors with exposure to growth-oriented equities. The Front Street Strategic Yield Fund is an innovative product that trades convertible debt, allowing investors to take part in rising markets while managing - and even profiting from - volatility.
Front Street has partnered with SteelPath Fund Advisors to bring the U.S. master limited partnerships (MLP) asset class to Canadian investors. These funds trade on the S&P/TSX Composite Index. Visit Understanding MLP Investing to learn more.
Check out our Income Funds below:
* as at February 28, 2011; net of distributions.
Since the day we opened for business, we've been offering a range of growth-oriented mutual funds aimed at outperforming our benchmarks.
Norm Lamarche (Investment Executive's 2009 Fund Manager of the Year) manages a triad of growth-oriented funds. Norm's extensive track record and his relationships with movers in the global resource, mining and energy sectors have helped his funds bring exceptional returns for clients over the years. The Front Street Growth Fund and the Front Street Growth Class mandates provide the latitude to shift the portfolio towards whatever sector and global regions provide the best opportunities for growth. They are both relatively concentrated funds and both invest primarily in publicly traded securities; the Growth Class focusses more on emerging companies, and will also invest in private equity opportunities. The Front Street Special Opportunities Class invests in many of the same themes, but leans more towards aggressive early stage opportunities. The fund enjoys 5-star rating from both GlobeFund and Morningstar and has provided investors with a time-tested 28% annual growth since inception in 1990.*
Craig Porter's Front Street Resource Classfocuses on established, intermediate resource companies that provide comparatively more growth potential than the typical large-cap resource equities found in most Canadian equity mutual fund offerings. Craig focuses on companies that can add value through exploration, and that can benefit from emerging mining technologies. The fund has seen a 39% annual growth rate since inception.*
Veteran portfolio manager Frank Mersch has managed to beat the index 19 of the last 22 years.† His Front Street Tactical Equity Class is the most diversified and balanced of Front Street's growth-oriented offerings, reflecting a wider view of the Canadian economy, and even holding income-generating positions. The fund has generated a 27.8% annual growth rate since it's inception.* For accredited investors, Frank also manages the Front Street Canadian Hedge Fund, our premiere hedge offering.
* as at February 28, 2011. † Click here to download more information on Frank Mersch's track record.
Our Corporate Class funds give investors the ability to switch between our best products - as their investment goals (and the markets) change - without fee or tax implications. Each fund is structured as a different class of shares within a single corporation, and can be exchanged for a different class fund without triggering a taxable event, helpful for taxable assets.
Our Corporate Class products include: