fund facts


english

PDF ALL FUNDS

PDFPortland Advantage Fund

PDFPortland Canadian Balanced Fund

PDFPortland Canadian Focused Fund

PDFPortland Global Banks Fund

PDFPortland Global Income Fund

PDFPortland Global Dividend Fund

PDFPortland Value Fund

french

PDF ALL FUNDS

PDFPortland Advantage Fund

PDFPortland Canadian Balanced Fund

PDFPortland Canadian Focused Fund

PDFPortland Global Banks Fund

PDFPortland Global Income Fund

PDFPortland Global Dividend Fund

PDFPortland Value Fund


DISCLAIMER

1 for Canadian Investors

2 for Canadian Investors but not for solicitation in Ontario, Quebec or Newfoundland and Labrador

3 not for U.S. or Canadian Investors

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. The indicated rates of return are the historical annual compounded total returns including changes in units [share] value and reinvestment of all distributions [dividends] and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. The rates of return are used only to illustrate the effects of the compound growth rate and are not intended to reflect future values of the mutual fund or returns on investment in the mutual fund. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Information presented in this material should be considered for background information only and should not be construed as investment or financial advice. Please consult a Financial Advisor. Every effort has been made to ensure the utmost accuracy of the information provided. Information provided is believed to be reliable when posted. All information is subject to modification from time to time without notice. Consent is required for any reproduction, in whole or in part, of this piece and/or of its images and concepts. Please read the Prospectus or Offering Memorandum before investing. PORTLAND INVESTMENT COUNSEL and the Clock Tower Design are trademarks of Portland Holdings Inc.

RISK TOLERANCE
Risk tolerance measures the degree of uncertainty that an investor can handle regarding fluctuations in the value of their portfolio. The amount of risk associated with any particular investment depends largely on your own personal circumstances including your time horizon, liquidity needs, portfolio size, income, investment knowledge and attitude toward price fluctuations. Investors should consult their financial advisor before making a decision as to whether this Fund is a suitable investment for them.