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VPI Value Pool series F

VPI204
10.15
+0.02
+0.18%
2017-10-20
5 Years
  • Previous Close

    10.13

  • Net Assets

    38.43M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    -

  • Category

    Miscellaneous – Other

  • Morningstar Risk

    Low

  • Morningstar Rating
Profile

Name of Issuer

Value Partners Investment Inc

Fund Style

Open

Fund Manager

Vito Maida

Investment Style

Medium Value

VPI Value Pool’s objective is to provide unitholders with long-term growth while preserving capital. VPI Value Pool will invest in North American and international-based equity securities. PCM emphasizes seeking out equity securities in high quality businesses that are trading at a substantial discount to intrinsic value and where there is an expectation of significant profit and dividend growth. The emphasis is on a patient accumulation of a moderate number of attractive holdings while experiencing only a minimal turnover in holdings. PCM in all cases uses a value orientation towards security selection.

Purchase Information

Initial Purchase 25,000
Initial Purchase: IRA 25,000
Initial Purchase: AIP 25,000

Inception

2007-10-01

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