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% |
- All foreign assets will be converted to Canadian dollars for fee calculation purposes.
- The fee payable is calculated before the inclusion of applicable taxes.
- The fee is expressed in annual rates.
- Fees are calculated based on the average daily Market Value of the account.
- Fees are charged Quarterly and due within 1 month of the Quarter-end date.
Interested In More Information on Becoming a Client?
Please fill out our Prospective Client Questionnaire here and we will contact you to set-up a virtual meeting with one of our Portfolio Managers.