Exemplar Growth and Income Fund
The Fund seeks to provide a balance of growth and income, making strategic asset class shifts based on where the best opportunities exist. With a focus on providing capital preservation during times of market turmoil, the Fund’s managers aim to mitigate risk through various hedging strategies.
The Fund invests in equities and fixed income securities with up to 30% in foreign securities. The Fund manages the portfolio through the economic cycle by focusing on security characteristics that offer the best risk record on a forward looking basis. Short selling and high cash balances are used from time to time as risk management tools.
- Investors looking for capital appreciation and modest income growth through asset allocation.
- Investors who wish their portfolios to respond to various market conditions.
- Investors able to accept a moderate level of risk.
Growth of $1,000
Risk Bar Description: Risk Rating
0% distribution :
AN Class: AHP 1700
FN Class: AHP 1710
LN Class: AHP 1730
3% distribution :
A Class: AHP 1705
F Class: AHP 1715
LL Class: AHP 1735
Class A: 2.0%
Class F: 1.0%
Class LL: 2.3%
Arrow Capital Management
Short term redemption charge
2% of NAV within the first 90 days
RSP, RRIF,DSP, RESP, DPSP, TFSA
Custodian & Valuation Agent
CIBC Mellon Asset Servicing
RBC Investor & Treasury Services
Manager & Promoter
Arrow Capital Management Inc.