We believe risk is best managed by diversifying by business idea rather than using traditional sector allocations. We would like to show you a description here but the site wont allow us. Edgepoint global portfolio is an openend fund incorporated in canada. Edgepoint systems delivers, installs, monitors and maintains fullyintegrated edge data centers anywhere they are required. See who you know at edgepoint wealth management, leverage your professional network, and get hired. Global value strategy pier 21 worldwide equity strategy 3. Marquis balanced growth class portfolio series a dynamic. Asset allocation as of december 31, 2019 sector allocation. The acquisition increases saintgobains presence in growth regions in the us. Find the latest edgepoint global portfolio ser f000002esk. Edgepoint global portfolio series a, fund, performance. Fund facts fees risks edgepoint wealth management inc.
The tab also provides information about the diversity of asset classes in a fund, its geographic diversification, fundamental values, and long and short statistics for a. Edgepoint global portfolio series a the globe and mail. Edgepoint acts as investment manager to, and exercises investment discretion with respect. Asset allocation as of november 30, 2019 sector allocation. Region breakdown data is calculated by using the long position holdings of the portfolio. Returns for periods of 1 year and above are annualized. Find basic information about the edgepoint global portfolio series f mutual fund such as total assets, risk rating, min. Edgepoint canadian portfolio series a canadian equity 2016 2015. What are sustainable funds and how have they performed. Contact morningstar methodology rss company website international. The charts below provide you with a snapshot of the funds investments on september 30, 2019. The percentage of the portfolios market value exposed to companies flagged for one or more standard sri exclusion factors alcohol, civilian firearms, gambling, weapons, cluster bombs. Edgepoint global portfolio series f global equity 2017.
Tye bousada, frank mullen, ted chisholm, andrew pastor, geoff macdonald. Quarterly portfolio disclosure summary of investment portfolio as of. Lets look at an edgepoint global portfolio holding, anthem inc. Edgepoint helped us organize our value proposition, identify the most likely interested parties, communicate those attributes to the market, negotiate compelling offers, and manage a sale process that was strategic and growthoriented in nature. Edgepoint global portfolio a 100 a n 1001 front end f 500. Edgepoint global portfolio series a fe instrument exchange. Edgepoint brings you portfolio management facts, including expert growth and. The pool the strategy the manager home nicola wealth. Cf from the globe and mail including charting and trades. Global conservative portfolio meritage global moderate portfolio meritage global balanced portfolio meritage global growth portfolio meritage global dynamic growth portfolio fixed income 75. The percentage of the portfolios market value exposed to companies flagged. If youre not satisfied, return this product to quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less. Geoff macdonald, tye bousada, ted chisholm, andrew pastor, frank mullen. While we follow this methodology due to regulatory requirements and.
Find basic information about the edgepoint global portfolio series a mutual fund such as total assets, risk rating, min. This graph shows that earnings per share have increased every year since weve owned it. This schedule g is being filed on behalf of edgepoint investment group inc. Learn about the funds agencies rating and risk rating, transparent information about the funds management personal, policies of invested allocation and diversification, past performance. To stock quote, history, news and other vital information to help you with your stock trading and investing. Charts can be found on various organization profiles and on hubs pages, based on data availability. The funds objective is to provide a combination of longterm capital appreciation and income generation by investing primarily in global equity and fixed. Management is responsible for the information and representations contained in these. Detailed price information for edgepoint global portfolio series fnl cadfunds. Mar 31, 2020 the portfolio weighted average of each companys percent of revenue generated by sustainable impact solutions goods and services that address at least one of the worlds social and environmental challenges, as defined by the united nations sustainable development goals.
Option of sales charge or redemption charge principal custodian. This document contains key information you should know about edgepoint global portfolio, series. Edgepoint was an excellent advisor to ebo group as we navigated this critical transaction. Market capitalization breakdown of the portfolio s holdings. Edgepoint global portfolio seeks to provide longterm capital appreciation by investing primarily in global companies that have strong competitive positions. Mar 09, 2020 the latest release, part 6, was sent to us over the weekend and we thought that you would appreciate understanding the logic behind five of the holdings inside the edgepoint global portfolio. In depth view into edgepoint global portfolio series f price including historical data from 2008, charts and stats. Edgepoint global portfolio series an non hst fundata. Transfer authorization for registered and edgepoint wealth. Mar 31, 2020 edgepoint global portfolio series an non hst. Edgepoint global portfolio a 100 a n 1001 front end f. Edgepoint global portfolio series a add to watchlists. The percentage of the portfolios market value exposed to companies flagged for one or more standard sri exclusion factors alcohol, civilian firearms, gambling, weapons, cluster bombs, landmines, nuclear power, gmos, and tobacco.
Edgepoint canadian portfolio seeks to provide longterm capital appreciation by investing primarily in canadian companies that have strong competitive positions, longterm growth prospects run by strong management teams. Select a series, series a series an series b series bn series f series fn series i. Edgepoint global portfolio series a, fund, performance morningstar. The holdings tab displays the top ten holdings in a funds portfolio, based on market value and ranked by the percentage of the funds assets.
Edgepoint global portfolio seeks to provide longterm capital appreciation by investing primarily in global companies that have strong competitive positions, longterm growth prospects, run by strong management teams. Edgepoint investment commentary 4th quarter, 20 quarterly comments for. Marquis growth portfolio series a november 22, 2019 1832 asset management l. Your source for timely insights, rants and a variety of informative material about the world of investing as we see it. The percentage of the portfolio s market value exposed to companies flagged for one or more standard sri exclusion.
Learn about working at edgepoint wealth management. Unlock charts on crunchbase charts can be found on various organization profiles and on hubs pages, based on data availability. Provided only because the industry feels it helps explain portfolio diversification and risk. What helps us sleep at night edgepoint thomson financial. The latest release, part 6, was sent to us over the weekend and we thought that you would appreciate understanding the logic behind five of the holdings inside the edgepoint global portfolio.
Please click here to access the pdf of the article 2020 march what helps us sleep at night part 6. Edg100 holdings edgepoint global portfolio series a. Mar 31, 2020 edgepoint global portfolio series f global equity 2017 2016 2015. Risk is typically defined as standard deviation or volatility compared to an index. Global the msci esg quality score measures the ability of underlying holdings to manage key medium to longterm risks and opportunities arising from environmental, social, and governance factors. This document contains key information you should know about marquis growth portfolio the fund. Quicken for mac imports data from quicken for windows 2010 or newer, quicken for mac 2015 or newer, quicken for mac 2007, quicken essentials for mac, banktivity. Investment commentary for the quarter ending june 30. Access a portfolio of carefully researched funds from eight companies that aims to. The funds objective is to provide longterm capital appreciation by investing primarily in global equity securities.
262 1423 131 544 162 672 5 1246 1318 1121 1176 1340 1299 1354 880 457 1530 377 1345 124 1221 1396 850 1012 78 875 745 876 905 787 404 130 35 757