Tactical Growth Fund

Fund Overview

Launched on February 18, 2011, the BTH Tactical Growth Fund is one of only a few tactical allocation funds available to investors in Canada.  Primarily a trend following, growth-focused equity fund, its mandate provides for full allocation to any of stocks, bonds, currencies, or precious metals.  Tactical shifts in asset allocation are triggered by the Fund’s quantitative risk management process which is designed to identify broad shifts in asset class risk profiles before they become broadly priced in.

 

Investment Objective

The BTH Fund is a non-traditional investment vehicle that seeks to generate long-term capital growth in excess of the S&P500 index and its Peer Group benchmark.

 

Performance Information

Information is current through December 31, 2011.

Click any of the below to download:

  • Current Factsheet (pdf)
  • Cumulative Return
  • Monthly Returns
  • Monthly Return Distribution
  • Current Asset Mix
  • Current Sector Mix

Benchmarks:

  • S&P500, priced in Canadian dollars
  • Globe and Mail North American Equity Peer Index