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Aligned Capital Advisor Portal
![aligned](https://www.barrantagh.com/wp-content/uploads/2020/08/aligned.jpg)
Global Equity SMA mandate (minimum $100K)
- Fundamental value style, capital preservation
- Focused Global Equities – 20-40 stocks
- Global leaders + Special situations
- Diversification: Minimum 7 GICS sectors
- Low portfolio turnover
- American Depository Receipts (ADRs) utilized for international exposure
Barrantagh Small Cap Canadian Equity SMA mandate (minimum $40K)
- Fundamental value style, capital preservation
- Canadian Equities – 20-40 stocks
- <$2Bn, > 1% Dividend yield at time of purchase
- Low turn-over, yield focus (~3%)
- Diversification: Minimum 7 GICS sectors
Barrantagh Small Cap Canadian Equity Mutual Fund (minimum $1K)
- Replicates the SMA mandate in holdings, weights & yield.
- F Class Fund Code: BMI 105, Management Fee: 1%
- A Class Fund Code: BMI 110, Management Fee: 2%
Marketing support downloads:
BMO Advisor Portal
![Screenshot 2020-05-29 15.54.35](https://www.barrantagh.com/wp-content/uploads/2020/05/Screenshot-2020-05-29-15.54.35.png)
Architect: Barrantagh Canadian Income SMA mandate (minimum $50K)
- Fundamental value style, dividend focus, capital preservation
- Canadian Equities – 20-40 stocks
- Low turn-over, yield focus
- Diversification: Minimum 7 GICS sectors
- $43 Bn Weighted average market cap
Architect: Barrantagh Small Cap Canadian Equity SMA mandate (minimum $50K)
- Fundamental value style, capital preservation
- Canadian Equities – 20-40 stocks
- <$2Bn, > 1% Dividend yield at time of purchase
- Low turn-over, yield focus
- Diversification: Minimum 7 GICS sectors
Architect: Barrantagh Small Cap Canadian Equity Mutual Fund (minimum $1K)
- Replicates the SMA mandate in holdings, weights & yield.
- F Class Fund Code: BMI 105, Management Fee: 1%
- A Class Fund Code: BMI 110, Management Fee: 2%
Marketing support downloads:
RBC Advisor Portal
![rbc-wm-logo-rev-en](https://www.barrantagh.com/wp-content/uploads/2020/06/rbc-wm-logo-rev-en.png)
A+: Barrantagh Small Cap Canadian Equity SMA mandate (minimum $25K)
- Fundamental value style, capital preservation
- Canadian Equities – 20-40 stocks
- <$2Bn, > 1% Dividend yield at time of purchase
- Low turn-over, yield focus
- Diversification: Minimum 7 GICS sectors
A+: Barrantagh Small Cap Canadian Equity Mutual Fund (minimum $1K)
- Replicates the SMA mandate in holdings, weights & yield.
- F Class Fund Code: BMI 105, Management Fee: 1%
- A Class Fund Code: BMI 110, Management Fee: 2%
Marketing support downloads:
CIBC Advisor Portal
![CIBC-CIBC unveils new look symbolizing the bank-s purpose of hel](https://www.barrantagh.com/wp-content/uploads/2021/10/CIBC-Logo-scaled.jpg)
ICS: Barrantagh Small Cap Canadian Equity SMA mandate (minimum $80K)
- Fundamental value style, capital preservation
- Canadian Equities – 20-40 stocks
- <$2Bn, > 1% Dividend yield at time of purchase
- Low turn-over, yield focus
- Diversification: Minimum 7 GICS sectors
Marketing support downloads:
Richardson Advisor Portal
![RW_logo_4C](https://www.barrantagh.com/wp-content/uploads/2021/01/a-RW_logo_4C.jpg)
SMA: Barrantagh Global All Cap Equity mandate (minimum $150K)
- Fundamental value style, capital preservation
- Focused Global Equities – 20-40 stocks
- Global leaders + Special situations
- Diversification: Minimum 7 GICS sectors
- Low portfolio turnover
- American Depository Receipts (ADRs) utilized for international exposure
SMA: Barrantagh Small Cap Canadian Equity mandate (minimum $100K)
- Fundamental value style, capital preservation
- Canadian Equities – 20-40 stocks
- <$2Bn, > 1% Dividend yield at time of purchase
- Low turn-over, yield focus
- Diversification: Minimum 7 GICS sectors
Barrantagh Small Cap Canadian Equity Mutual Fund (minimum $1K)
- Replicates the SMA mandate in holdings, weights & yield.
- F Class Fund Code: BMI 105, Management Fee: 1%
- A Class Fund Code: BMI 110, Management Fee: 2%