• HOME
  • PROFILE
    • Managing Partners
    • Partners and Vendors
  • PHILOSOPHY
    • Wealth Management
    • Investment >
      • Core Values
      • Theme Investing
      • The History and Science Behind the Numbers
      • Long Term View
      • Investment Process
  • SERVICES + PRODUCTS
    • Private Client
    • Retail Wealth Management
    • Investment Banking
    • Foundation Portfolios + Funds >
      • One Plus - ETF Selection
      • Individual Accounts
  • FUNDS
    • Foundation Yield Fund
    • Foundation Equity Fund
    • Foundation Conservative Fund
    • Foundation Tactical Balanced Portfolio
    • Foundation Tactical Growth Fund
    • Year End Financial Statement's
    • Management Reports of Fund Performance
  • NEWS
  • Compliance
    • AML Policy
    • Legal Notice
    • Privacy Policy
    • Order Handling Notice
    • Relationship Disclosure
    • Fund Disclosures
    • Historical Fund Facts
  • ADVISORS
  • Contact Us

Historical Fund Facts

Foundation Yield Portfolio - Fund Facts dated March 31, 2014 - Series A.pdf
File Size: 305 kb
File Type: pdf
Download File

Foundation Yield Portfolio - Fund Facts dated March 31, 2014 - Series F.pdf
File Size: 302 kb
File Type: pdf
Download File

Foundation Yield Portfolio - Fund Facts dated March 31, 2014 - Series O.pdf
File Size: 302 kb
File Type: pdf
Download File

Foundation Equity Portfolio - Fund Facts dated March 31, 2014 - Series A.pdf
File Size: 307 kb
File Type: pdf
Download File

Foundation Equity Portfolio - Fund Facts dated March 31, 2014 - Series F.pdf
File Size: 301 kb
File Type: pdf
Download File

Foundation Equity Portfolio - Fund Facts dated March 31, 2014 - Series O.pdf
File Size: 301 kb
File Type: pdf
Download File

Foundation Tactical Conservative Portfolio - Fund Facts dated March 31, 2014 - Series A.pdf
File Size: 313 kb
File Type: pdf
Download File

Foundation Tactical Conservative Portfolio - Fund Facts dated March 31, 2014 - Series F.pdf
File Size: 307 kb
File Type: pdf
Download File

Foundation Tactical Conservative Portfolio - Fund Facts dated March 31, 2014 - Series O.pdf
File Size: 307 kb
File Type: pdf
Download File

Foundation Tactical Balanced Portfolio - Fund Facts dated March 31, 2014 - Series A.pdf
File Size: 309 kb
File Type: pdf
Download File

Foundation Tactical Balanced Portfolio - Fund Facts dated March 31, 2014 - Series F.pdf
File Size: 303 kb
File Type: pdf
Download File

Foundation Tactical Balanced Portfolio - Fund Facts dated March 31, 2014 - Series O.pdf
File Size: 303 kb
File Type: pdf
Download File

Foundation Tactical Growth Portfolio - Fund Facts dated March 31, 2014 - Series A.pdf
File Size: 309 kb
File Type: pdf
Download File

Foundation Tactical Growth Portfolio - Fund Facts dated March 31, 2014 - Series F.pdf
File Size: 304 kb
File Type: pdf
Download File

Foundation Tactical Growth Portfolio - Fund Facts dated March 31, 2014 - Series O.pdf
File Size: 303 kb
File Type: pdf
Download File

HOME  |  PROFILE  |  PHILOSOPHY  |  SERVICES  |  FUNDS  |  NEWS  |  CONTACT US

HEAD OFFICE | 333 BAY ST - SUITE 1700 - TORONTO, ON  M5H 2R2 | Main Phone: 416-367-0999 | Email:  [email protected]
✕