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Our energy is focused on a single investment fund in order to achieve the best possible returns.

Returns Comparison

Barrage Fund*

MSCI World Index*

Year to date (October 31)

15.7%

16.8%

1 year

25.1%

22.8%

3 years

46.9%

22.9%

5 years

17.2%

16.9%

10 years

16.0%

12.8%

Since March 2013

17.6%

14.3%

Cumulative

678.3%

441.4%

* The Barrage Fund's returns are after fees. They are annualized over 3, 5, and 10 years and since March 2013. The MSCI World Index is represented by the iShares MSCI World ETF (URTH) and converted into Canadian dollars.

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$100,000 invested at the inception of the fund in March 2013 is now worth $778,330.

Fund facts

Assets Under Management

350 $ million

Concentration

8-15 stocks

Flexibility

The fund’s investments are not limited to a particular region, sector, or market capitalization.

Number of clients

650 clients

Base fee

1 % a year

Incentive Fee

20% of returns when performance exceeds 5% per year.

Service providers

Trustee, Custodian
& Administrator

CIBC Mellon ↘︎

Auditor

KPMG ↘︎

Legal Counsel

Fasken ↘︎