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Income Growth Fund

This long-only portfolio consists of up to 35 income-oriented securities (both equity and debt-based). The mandate of this portfolio is to select securities that are able to generate high returns through income and capital appreciation. This portfolio will consist of primarily of dividend-paying stocks, and may at times include REITs, convertible securities, debt securities, preferred securities, and other income-oriented assets.

Cost to You

MWG’s fee schedule is outlined below. We believe that our fees are extremely competitive, and offer our clients great value for their money:

Asset Level Pooled Account Fee
First $2,000,000 1.00%
Next $3,000,000 0.80%
Next $5,000,000 0.60%
Next $15,000,000 0.45%
Above $25,000,000 0.35%
  1. All foreign assets will be converted to Canadian dollars for fee calculation purposes.
  2. The fee payable is calculated before the inclusion of applicable taxes.
  3. The fee is expressed in annual rates.
  4. Fees are calculated and paid on a Quarterly basis based on the quarter-end account asset level.
  5. Fees are due within 1 month of the Quarter end date.