Thornmark
Dividend & Income
Fund

Thornmark
Enhanced Equity
Fund

Thornmark
Alpha
Fund

Thornmark Enhanced Equity Fund

Investment Objective

The investment objective of the Thornmark Enhanced Equity Fund is to provide long-term growth through capital appreciation by strategically allocating the Fund’s assets primarily to common shares of Canadian and U.S. companies. The Thornmark Enhanced Equity Fund may use derivative strategies to enhance returns and/or hedge security, market and exchange rate risk and may use leverage up to 15% to enhance returns.

Fund Performance*

From May 31, 1993 to June 30, 2020. “O” class net of fees and expenses.

Fund Details

Fund Inception: May 1993
Fund Type: Investment Trust
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When purchased directly from Thornmark. A 2% fee may be implemented in the first 90 days to discourage short-term trading.

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