Sionna Opportunities Fund Series F (CAD)

  • Distribution Frequency: Annually
  • Number of Holdings: 31
  • Total Net Assets: C$43 M

REASONS TO OWN

The Sionna Opportunities Fund invests in 20–30 companies of all sizes that Sionna believes are trading at a significant discount to fair value and demonstrate fundamental quality with attractive risk/return attributes.

Features

  • Concentrated portfolio of Sionna’s 20–30 best ideas
  • Can invest across the full market cap spectrum
  • Holds at least a 51% in Canadian securities
  • Flexibility to invest up to 49% in foreign securities
  • Emphasis on corporate governance

Benefits

  • Potential for long-term outperformance
  • Covers off all market caps in a single portfolio
  • Suitable as a Canadian Equity allocation
  • Can opportunistically buy foreign companies for return and diversification potential
  • Provides exposure to higher quality companies

PORTFOLIO ADVISOR

  • Sionna Investment Managers

    Sionna Investment Team

Fundserv : BIP

Fund Number
SeriesSales
Option
C$US$
A SC 165 -
A DSC 275 -
A LL 235 -
F - 565 -