COTE 100 Private Funds
STRATEGIC INVESTMENT FUNDS, FOR INVESTORS IN THE ASSET ACCUMULATION PHASE
STRATEGIC INVESTMENT FUNDS, FOR INVESTORS IN THE ASSET ACCUMULATION PHASE
COTE 100 Private Funds is an investment portfolio management service designed for early to mid-career investors in a rapid asset-accumulation phase.
The service is based on a family of investment solutions that offers investors exposure to COTE 100 model portfolios, within a fund structure. It's a high-conviction approach, focused on targeted, diversified strategies. Depending on your investor profile and financial objectives, your portfolio may include any of the funds.
Would you like to connect with a member of our COTE 100 Private Funds team?
A team working exclusively with our Private Funds clients will help you deploy a very long-term investment strategy.
Each quarter, you'll also receive a clear, insightful report outlining our market outlook and our key investment decisions.
COTE 100 Large Cap Fund
A well-diversified strategy that invests primarily in large-cap companies at the global level.
COTE 100 Premier Fund
A strategy that invests mainly in large- and mid-cap companies at the global level.
COTE 100 US Fund
A strategy that invests mainly in large-cap companies on the U.S. market.
COTE 100 Income Fund
A strategy that invests primarily in high-quality corporate and municipal bonds.
Reserved for COTE 100 clients
For client relationship
In our investment decisions
In recurring investments
That are clear and detailed
If your financial assets already exceed this threshold, learn more about COTE 100 Private Wealth— a premium wealth management service.
Our private funds are available exclusively to COTE 100 clients. We design them around a select number of securities to optimize your return potential within each asset class.
Absolutely. A mutual fund portfolio often includes too many funds holding highly correlated securities, creating a false sense of diversification. In contrast, a COTE 100 Private Funds portfolio optimizes your market exposure and provides true diversification.
Both options give you access to the same management expertise and return potential. With COTE 100 Private Funds, you hold units in an investment fund — a structure well suited to portfolios in the accumulation phase. COTE 100 Private Wealth, on the other hand, is built around individual securities: you own the shares of the companies we purchase on your behalf. If your asset level allows, this more personalized form of wealth management enables greater tax efficiency and comes with lower fee ratios.
Your assets are entrusted to our custodian, the National Bank Independent Network (NBIN). It is covered by the usual protections offered by major financial institutions, including the Canada Deposit Insurance Corporation (CDIC) and the Canadian Investor Protection Fund (CIPF).
