Information Download Centre

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Fund Prospectus

Brigata Fund Simplified Prospectus 2012
Brigata Fund Annual Information Form 2012

Brigata For Investors

Fund Fact Sheets

Brigata Diversified Portfolio (Formerly Brigata Canadian Balaced Fund)-Series A-December 7, 2012
Brigata Diversified Portfolio (Formerly Brigata Canadian Balaced Fund)-Series F-December 7, 2012
Brigata Canadian Balanced Fund - Series A - November 28, 2011
Brigata Canadian Balanced Fund - Series F - November 28 2011
Brigata Canadian Equity Fund - Series A - November 28 2011
Brigata Canadian Equity Fund - Series F - November 28, 2011

Fund Information

Brigata Diversified Portfolio
Portfolio Manager Profile - Heward Investment Manangement Inc.
Tax-Free Savings Account - Alternative Investment Comparison Chart
Tax-Free Savings Account - Key Facts

Applications

Multi-Plan Application Form - A completed Pre-Authorized Debit Agreement form must be included in your submission.
Tax-Free Savings Account Application Form - A completed Pre-Authorized Debit Agreement form must be included in your submission.
Pre-Authorized Debit Agreement
TFSA Successor Holder & Beneficiary form
Transfer Authorization for Registered Investments
Independent Planning Group Inc. and Brigata Capital Management Inc. Relationship Pricing Program

Financial Reporting

Management Report of Fund Performance & Financial Statements

December 31, 2012 Brigata Diversified Portfolio	June 30, 2012 Canadian Balanced Fund Canadian Equity Fund
December 31, 2011 Canadian Balanced Fund Canadian Equity Fund	June 30, 2011 Canadian Balanced Fund Canadian Equity Fund
December 31, 2010 Canadian Balanced Fund Canadian Equity Fund	June 30, 2010 Canadian Balanced Fund Canadian Equity Fund
December 31, 2009 Canadian Balanced Fund Canadian Equity Fund	December 31, 2008 Canadian Balanced Fund Canadian Equity Fund

Quarterly Reports

March 31, 2013 Brigata Diversified Portfolio	December 31, 2012 Brigata Diversified Portfolio
September 30, 2012 Canadian Balanced Fund Canadian Equity Fund	June 30, 2012 Canadian Balanced Fund Canadian Equity Fund
March 31, 2012 Canadian Balanced Fund Canadian Equity Fund	December 31, 2011 Canadian Balanced Fund Canadian Equity Fund
September 30, 2011 Canadian Balanced Fund Canadian Equity Fund	June 30, 2011 Canadian Balanced Fund Canadian Equity Fund
March 31, 2011 Canadian Balanced Fund Canadian Equity Fund	December 31, 2010 Canadian Balanced Fund Canadian Equity Fund
September 30, 2010 Canadian Balanced Fund Canadian Equity Fund	June 30, 2010 Canadian Balanced Fund Canadian Equity Fund
March 31, 2010 Canadian Balanced Fund Canadian Equity Fund

Quarterly Summary of Investment Portfolio

March 31, 2013 Brigata Diversified Portfolio	December 31, 2012 Brigata Diversified Portfolio
September 30, 2012 Canadian Balanced Fund Canadian Equity Fund	June 30, 2012 Canadian Balanced Fund Canadian Equity Fund
March 31, 2012 Canadian Balanced Fund Canadian Equity Fund	December 31, 2011 Canadian Balanced Fund Canadian Equity Fund
September 30, 2011 Canadian Balanced Fund Canadian Equity Fund	June 30, 2011 Canadian Balanced Fund Canadian Equity Fund
March 31, 2011 Canadian Balanced Fund Canadian Equity Fund	December 31, 2010 Canadian Balanced Fund Canadian Equity Fund
September 30, 2010 Canadian Balanced Fund Canadian Equity Fund	June 30, 2010 Canadian Balanced Fund Canadian Equity Fund
March 31, 2010 Canadian Balanced Fund Canadian Equity Fund

IRC Reports

Report to Brigata Securityholders - December 31 2012
Report to Brigata Securityholders - December 31 2011
Report to Brigata Securityholders - December 31 2010
Report to Brigata Securityholders - December 31 2009

Proxy Voting

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