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Mutual Fund Information
As the manager of the Bridgehouse Funds, Bridgehouse Asset Managers (“Bridgehouse”) has hired Brandes Investment Partners, L.P, GQG Partners LLC, Lazard Asset Management (Canada), Nuveen Asset Management, LLC, Sionna Investment Managers Inc., T. Rowe Price Group, Inc. and TD Asset Management Inc. as portfolio sub-advisors in respect of certain of the Bridgehouse Funds.
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 unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns.
For illustrations of compound growth, rates of return shown 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.
Money market mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The performance data provided for money market mutual funds assumes reinvestment of distributions only and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. In the case of a money market fund there can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you.
Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus before investing. Copies of the prospectus are available from your financial advisor or by calling our Client Service Team at 1.888.861.9998 or 416.306.5678.
This website and the information made available on the website does not constitute an offer to sell or solicitation to buy securities, including any mutual funds managed or sponsored by Bridgehouse.
Sale of Bridgehouse Funds
Units of the Bridgehouse Funds are available through registered dealers only and are not available through Bridgehouse.
Separately Managed Account (SMA) Information
Management fees and various sales commission(s) may be associated with SMA investments. The indicated rates of return are the historical annual compounded total returns achieved across a collection of representative accounts (refered to as a “composite”), including changes in security values and reinvestment of all distributions. The returns do not take into account purchases, redemptions, account fees, or income taxes payable that would have reduced returns. SMA investments are not guaranteed, their values change frequently and past performance may not be repeated.
Non-Canadian Investors
Offering investments outside of Canada is in conflict with the closure policy of our affiliate and parent company. Therefore, as of January 1, 2007, Bridgehouse no longer opens new accounts or accepts new purchase or switch trade requests for non-residents of Canada. U.S. residents in states that have passed legislation permitting these transactions within a registered retirement plan are not included in this policy change. If you have any questions, please do not hesitate to contact our Client Service Team at 1.888.861.9998 or 416.306.5678.
Unclaimed Property
Bridgehouse maintains policies and procedures in accordance with the provincial regulations of Alberta, British Columbia and Quebec, with respect to unclaimed property. As a distributor of mutual funds, Bridgehouse maintains a list of property that is defined as “unclaimed” by the applicable provincial legislation, and we make all reasonable efforts to locate investors who for whom we may be holding unclaimed property. Generally, property is deemed to be “unclaimed” if mail and/or cheques have been returned to us and we have been unable to locate the investor for a given period of time as set out by provincial legislation. If you are or have been a resident of Alberta, British Columbia or Quebec, and would like to make an inquiry on unclaimed property, please contact our Client Service Department at 1.888.861.9998, or via email at privacy@brandes.com
Information on this Site
Bridgehouse has taken reasonable steps to provide accurate and current data. The data has been gathered from sources believed to be reliable, however, Bridgehouse is not responsible for any errors or omissions contained herein. All information is provided “as is”, without any representations or warranties of any kind, and Bridgehouse expressly disclaims all express and implied warranties including those with respect to accuracy, completeness, timeliness or fitness for a particular purpose. Bridgehouse assumes no responsibility for any losses, whether direct, indirect, special or consequential, which arise out of the use of this information. Unless otherwise expressly indicated, all information is unaudited and there is no representation that the financial information has been prepared in accordance with generally accepted accounting principles. The information is subject to change without notice. The information contained in this web site is not intended to provide legal, accounting, tax, investment, financial or other advice.
Trademarks
Bridgehouse Asset Managers® is a trade name of Brandes Investment Partners & Co. Brandes Investment Partners® is a registered trademark of Brandes Investment Partners, L.P. in the United States and Canada, used under license by Brandes Investment Partners & Co.
Brandes Investment Partners & Co. is an affiliate of Brandes Investment Partners, L.P., which is a portfolio sub-advisor to certain Bridgehouse Funds.
January 2023
