A client may hold securities individually, through one or more pooled funds, or a combination of both. In-depth client discussions will help us determine how best to hold securities, based on individual circumstances. Pooled fund and segregated account strategies are available to investors with a minimum of $2 million.
Equity Models
Manitou Equity Model
Manitou Equity Fund, a proxy for the Manitou Equity Model, was launched at the end of 1999, and consequently has a ten year track record. While the focus has been primarily in North America, the mandate is global.
Manitou Dividend Growth Model
The mandate of this model is to invest primarily in dividend-paying companies with a history of consistently growing their profits and dividends. This model is expected to have a higher weighting in Canadian-based businesses, with the balance invested in companies which are growing their business in the developing world.
Manitou Canadian Equity Model
The mandate for this model is to invest in Canadian dividend-paying companies which have a history of growing their earnings and dividends. Many of these companies have operations in North America and internationally, although they are Canadian based.
Fixed Income
Manitou Income Fund
We have always used fixed income securities as a means of balancing client portfolios. Managing fixed income securities through the Manitou Income Fund creates additional efficiencies and economies of scale. The objective is to provide investors with both income and stability of capital. The fund invests primarily in highly rated bonds, treasury bills, and banker’s acceptances issued by Canadian governments and corporations.
