|
Fund Background |
| Category | Alternative Strategies |
| Fund Family |
Formula Growth Fund |
| Total Assets in $millions
|
N/A
|
| Year to Date Return |
21.9600%
|
| NAVPS (2004-07-31) |
$ 261.0500
|
| Daily Change |
|
| 52 week high |
$ 271.1300
|
| 52 week low |
$ 183.9475
|
|
Objective |
| The investment objective of the Fund is to obtain long-term capital appreciation . |
|
Strategy |
| The Fund tends to invest in a highly specialized niche market in a consistent and disciplined approach. The manager of the fund believes that success in the stock market is derived from the early identification of companies exhibiting rapid and consistent growth in earnings per shares. The Fund does not restrict investments only to small companies as it is growth that is the critical ingredient in the investment philosophy. |
| Fund Operations |
| Inception: | 31-December-2002 |
| Management Company: | |
| Managing Company since: | |
| Lead Manager: |
Randall W. Kelly |
| Manager Since: | 1-January-1984 |
| Manager Tenure: |
20 years
|
|
|
| Returns (%) |
| |
3mo |
1yr avg |
3yr avg |
5yr avg |
| FOR*FLP.TO |
8.8760 |
81.5040 |
|
|
|
| Chart |
![](alt="[one-year)
big chart [] |
| Investment Information |
| New Investment |
Open |
| Currency | CAD |
| Min Initial Investment |
N/A
|
| Min Subsequent Investment |
N/A |
| RRSP Eligible |
No |
| RESP Eligible |
No |
| Min Initial Investment (RRSP) |
N/A
|
| Min Subsequent Investment (RRSP) |
N/A
|
| Availability | AB,BC,MB,NB,NF,
NU,NS,NT,ON,PE,
PQ,SK,YT |
| Fees & Expenses |
| Management Fee |
N/A |
| Load or No Load |
No Load |
| Choice of Front or Back Load |
No |
| Max Front End Load |
N/A |
| Max Back End Load |
N/A |
|
|
