Sionna Canadian Small Cap Equity Fund Series F (CAD)

  • Distribution Frequency: Annually
  • Number of Holdings: 40
  • Total Net Assets: C$193 M

REASONS TO OWN

The Sionna Canadian Small Cap Equity Fund invests in 45–75 smaller Canadian companies that Sionna believes are trading at a price below fair value and that have significant appreciation potential.

Features

  • Uses a value approach with an emphasis on stock selection
  • Targets companies representing less than 0.15% of the S&P/TSX Composite Index
  • Focuses on established businesses
  • Emphasis on corporate governance
  • Broadly diversified by sector

Benefits

  • Potential for long-term outperformance with less volatility
  • Offers a true small cap portfolio that looks different than peers
  • Avoids start-ups and unproven business models
  • Exposure to higher quality companies
  • Avoids overconcentration in materials & energy

PORTFOLIO ADVISOR

  • Sionna Investment Managers

    Sionna Investment Team

Fundserv : BIP

Fund Number
SeriesSales
Option
C$US$
A SC 191 -
A DSC 291 -
A LL 223 -
F - 591 -