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 mutual 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 either fund.
Would you like to talk to a member of our COTE 100 Private Funds team?
Our dedicated Private Funds team will help you build your portfolio, and adjust it if necessary to suit your financial situation.
Each quarter, you'll receive a detailed management report, including: the status of your holdings, the return achieved, the asset allocation in relation to your personalized investment policy, and our commentary on the markets. In addition, your manager will contact you periodically to review and explain our investment decisions.
COTE 100 Large Cap Fund
Our dedicated Private Funds team will help you build your portfolio, and adjust it if necessary to suit your financial situation.
What's more, every quarter you'll receive a management report summarizing our view of the markets and our investment decisions.
COTE 100 Large Cap Fund
A strategy that invests primarily in large- and mid-cap stocks, with a global outlook.
COTE 100 Large Cap Fund
A strategy that invests primarily in large-cap stocks, mainly in the U.S. market.
COTE 100 Large Cap Fund
A strategy that invests primarily in high-quality corporate and municipal bonds.
Reserved for COTE 100 customers
For customer relations
In our investment decisions
In recurring investments
Clear and detailed
If you're in the accumulation phase but haven't yet reached this threshold, find out more about COTE 100 Fonds Privés: this service offers you the same management expertise in an alternative formula.
Our private funds are available exclusively to COTE 100 clients, and are designed around a reduced number of securities to optimize your return potential in each asset class.
Absolutely. A mutual fund portfolio often contains too many funds with highly correlated securities, giving a false sense of diversification. A COTE 100 Private Funds portfolio, on the other hand, optimizes your exposure to the market and offers true diversification.
Both allow you to benefit from the same management expertise and potential returns. With COTE 100 Fonds Privés, you hold units in an investment fund, which lends itself to a portfolio in the accumulation phase. COTE 100 Gestion Privée, on the other hand, is based on a portfolio of individual securities: you hold the shares of the companies we buy for you. If your asset level allows it, this is a more individualized form of wealth management that optimizes taxation, with lower fee ratios.
Your portfolio is held with our custodian, National Bank Independent Network (BNRI). 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).
