Bloom Funds are managed with a fully active, index agnostic investment management approach utilizing bottom-up research analysis. Portfolios contain long only positions and maintain a varying level of cash to protect against market corrections, or market over-valuation. Bloom Funds’ goals are to preserve and grow capital through capital gains and income and to minimize risk, while providing superior client service.

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Name of fund Ticker / Fundserv Code NAV per Unit NAV Date
Canadian Equity Market Focused Funds
Bloom Select Income Fund › BLB.UN $7.9902 Mar 5, 2025

U.S. Equity Market Focused Funds
Bloom U.S. Income & Growth Fund – Class A (C$) › BUA.UN $7.4320 Nov 8, 2021
Bloom U.S. Income & Growth Fund – Class U (US$) › Not Exchange Listed US $7.4621 Nov 8, 2021