Managed portfolio program combines multiple Acuity mandates within each
TORONTO, Sept. 11 /CNW/ - Acuity Funds Ltd. has added a managed portfolio
program to its existing family of mutual funds and pooled funds.
"Acuity is widely recognized for exceptional performance across our
individual investment mandates. With the launch of Alpha Portfolios, we're
giving retail investors access to a sophisticated blend of Acuity mandates
within a single core portfolio solution," said Ian Ihnatowycz, President and
Alpha Portfolios are designed to offer private investors
institutional-style diversification and investment acumen. Each of the five
new portfolios contains multiple underlying Acuity funds with exposure to a
range of asset classes, market capitalizations, industry sectors and
geographic regions. In addition, one of the new portfolios is highly unique in
offering four of Acuity's pioneering Social Values and Clean Environment funds
within a single portfolio.
Alpha Portfolios offer several benefits to investment advisors and their
- Award-winning Acuity portfolio managers
- Strategic asset allocation
- Innovative "see-through" client reporting
- Optional 8% annualized tax-efficient monthly distribution
According to Stephen Crawford, Senior Vice President, National Sales,
Acuity's investment team is perhaps the most compelling reason to invest in
Alpha Portfolios. "Our portfolio managers and analysts manage the underlying
funds and also collaborate to optimize each Alpha Portfolio. We don't
outsource our decision-making. We are active money managers who add value
through a combination of top-down and bottom-up investing. Our in-house
expertise allows us to anticipate opportunities and manage risk more
efficiently than other portfolio programs."
Alpha Portfolios are offered as mutual funds with a minimum investment of
$10,000, and as low-cost pooled funds for accredited investors with a
$50,000 minimum, and non-accredited investors with a $150,000 minimum.
Acuity was formed in 1990 and currently has assets under management of
approximately $8.7 billion on behalf of mutual funds, pooled funds, closed-end
funds and private and institutional clients.
For further information:
For further information: Stephen Crawford, FCSI, Senior Vice President,
National Sales, Acuity Funds Ltd., Phone: (416) 867-2122, E-mail: