Other Funds with Bloom as the Investment Manager
Blue Ribbon Income Fund is managed by Blue Ribbon Fund Management Ltd. which is a subsidiary of Bloom Investment Counsel, Inc. The Investment Management of the fund is performed by Bloom Investment Counsel, Inc. and the Sub-Administrator of the fund is Brompton Funds.
Canadian High Income Equity Fund has as its Investment Manager Bloom Investment Counsel, Inc. The Manager of this fund is Brompton Funds.
|Compound Annual Returns (NET OF ALL FEES)¹||YTD||1 Year||3 Year||5 Year||10 Year||Since Inception|
|Blue Ribbon Income Fund (TSX: RBN.UN)||8.3%||2.0%||6.0%||4.2%||3.8%||8.9%²|
|Canadian High Income Equity Fund (TSX: CIQ.UN)||6.5%||1.0%||6.5%||3.0%||2.9%||4.4%³|
- Returns are net asset value returns for the period ended February 28, 2023 and are unaudited. Calculated on a total return basis by assuming reinvestment of each cash distribution. For periods of less than one year returns are not annualized. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Commissions, management fees and other expenses may all be associated with investment funds. Please read the Funds’ publicly filed documents which are available from SEDAR at www.sedar.com.
- Period starting September 16, 1997
- Period starting February 18, 2010
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