Funds

Our Barrantagh Small Cap Canadian Equity Fund was launched in 2019. This addressed demand for our popular Small Cap Canadian Equity segregated portfolio in a pooled form with a lower minimum. The Fund mirrors our existing separately managed account (SMA) portfolio in terms of stocks held, weights and investment policy.

Series ‘F’ (Broker/Dealer Fee-based) ‘O’ (Institutional)
Code BMI105 BMI100
Fee 1.00% Negotiable
Minimum $1,000 Negotiable
Facts Fund Profile N/A

 

Fund Class Series ‘O’ Series ‘F’
Previous NAV ($)
Change ($)
Change (%)
Closing NAV ($)

Series: ‘F’ (Broker/Dealer Fee-based)
Code BMI105
Fee 1.00%
Minimum $1,000
Facts Fund Profile
PREVIOUS NAV ($)
CHANGE ($)
CHANGE (%)
CLOSING NAV ($)
Series: ‘O’ (Institutional)
Code BMI100
Fee Negotiable
Minimum Negotiable
PREVIOUS NAV ($)
CHANGE ($)
CHANGE (%)
CLOSING NAV ($)

Growth of $100 Invested Since Jan/1985

1. Evestment Large Cap Canadian Equity
2. Evestment Small Cap Canadian Equity

Barrantagh Small Cap Canadian Equity

Investing in smaller companies exploits a less intensively researched part of the market and over market cycles these companies offer superior growth prospects – “the Small Cap effect”.

The average Canadian small cap manager grew $100 to $4,000 since 1985 – a 40-fold increase. This dramatically outpaced their large cap counterparts where assets grew 25-fold while the overall Canadian market rose by a factor of 17X.

To learn more about the diversification benefits of small cap please read our article: Diversification with Small Cap Canadian Equities, February 8, 2019