A Capital Idea for the Long Term

Ideal for those who want moderate risk, the Brigata Diversified Portfolio is designed to provide total investment returns through a combination of long-term capital growth and current income.

The Fund invests primarily in common and preferred shares of large- and mid-capitalization Canadian companies, Canadian federal and provincial bonds and highly rated Canadian corporate bonds (A- or better) and high quality money market instruments. Up to 40% of the assets of the Fund may be held in foreign equity securities.

The Fund should be held for 5 to 10 years, and is not suitable for short-term investors. Series A and Series F units are eligible for registered plans such as RRSPs, RRIFs.

Find out how to purchase the Fund or, for more detailed information, download the Brigata Fund Prospectus and the Brigata Fund Annual Information Form.