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Return On Innovation Series IV

ROI104
8.92
-0.05
-0.56%
2018-04-20
5 Years
  • Previous Close

    8.97

  • Net Assets

    30.68M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    -

  • Category

    Retail Venture Capital

  • Morningstar Risk

    -

  • Morningstar Rating -
Profile

Name of Issuer

Return On Innovation Advisors Ltd

Fund Style

Open

Fund Manager

John Sterling

Investment Style

-

The Fund's investment objective is to provide investors with yield as well as long-term capital gains by making debt and equity investments in a diversified portfolio of small and medium sized eligible businesses. The Fund will also invest a certain portion of its assets in reserves such as high quality, short-term government or corporate debt obligations.

Purchase Information

Initial Purchase 500
Initial Purchase: IRA 500
Initial Purchase: AIP NA

Inception

2008-12-17

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