Performance - Private Client Pooled

BirchLeaf Investments is a discretionary investment counselor.  For the Wealth Management Client we offer the following:
  • Customized portfolio(s) tailored to meet your specific needs.
  • See below for performance, related information and disclaimers on the BirchLeaf Growth Fund.  Please contact us for further details on investment requirements for this product.
  • We also have 3 types of composites that can be viewed here.  You may wish to consider these as part of your personal approach.  A composite is a group of portfolios that are managed towards specific investment objectives.  The performance of the composite is calculated based on the total of the weighted performance of each portfolio that is included in this measurement.
  • We also offer Portfolio Evaluations, which may assist you in determining whether you are on the right track to meet your investment goals.  This is a no obligation evaluation.   If interested, please contact us to discuss the details of your portfolio(s).

BirchLeaf Growth Fund

The BirchLeaf Growth Fund is an all cap Canadian equity pooled fund with major emphasis currently on medium sized companies. The major focus of the portfolio in terms of sector emphasis is on Oil and Gas, Base Metals, Industrial Companies and some Golds. With the current emphasis on mid-sized companies, there is more volatility to this product.
Contact us for further details on this product.

growth fund

Disclosures:

All Returns are reported in Canadian Dollars.
Past returns are not indicative of future performance.

***BirchLeaf Growth Fund:
The BirchLeaf Growth Fund is an all cap fund.
We believe the S&P/TSX Composite is the most suitable composite for comparison purposes.
The BirchLeaf Growth Fund is calculated on a NET basis and includes all fees in the calculation.

Last updated on Mon, 02/27/2017 - 15:40