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Return On Innovation Series I

ROI101
7.49
-0.03
-0.35%
2017-10-19
5 Years
  • Previous Close

    7.51

  • Net Assets

    30.98M

  • 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

Large Value

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

2002-12-20

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