Thornmark Dividend & Income Fund
Investment Objective
The investment objective of the Thornmark Dividend & Income Fund is to provide long-term growth through capital appreciation and income by tactically allocating the Fund’s assets primarily to Canadian and U.S. equity investments, bonds and cash. The Fund may hold large cash positions, may use derivative strategies to augment income and/or hedge security, market, exchange rate and other risks. Investments may be made directly in individual securities and/or through other funds, including the Thornmark Investment Funds. The Fund may use leverage up to 15%.
Fund Performance*
From December 31, 1998 to July 31, 2022. “O” class net of fees and expenses.