Beaujolais also offers Money Market Funds carrying very low fees.
Burgundy Partners’ Global Fund:
Investment Objective
Mandate
To obtain long-term capital growth while minimizing
capital risk.
Invests primarily in high-quality global companies
with superior economics that are run by strong, shareholder-minded
management teams. Burgundy opportunistically invests in the securities
of these companies when they are selling well below their intrinsic value.
Burgundy Focus Canadian Equity Fund:
Investment Objective
Mandate
To obtain long-term capital growth while minimizing
capital risk.
Invests primarily in high-quality Canadian larger
capitalization companies with superior economics that are run by
strong, shareholder-minded management teams. Burgundy opportunistically
invests in the securities of these companies when they are selling well
below their intrinsic value.
Burgundy American Equity Fund:
Investment Objective
Mandate
To obtain long-term capital growth while minimizing
capital risk.
Invests primarily in high-quality U.S. companies with
excellent economics that are run by strong, proven shareholder-minded
management teams. Burgundy opportunistically invests in the securities
of these companies when they are trading well below their intrinsic value.
Burgundy European Equity Fund:
Investment Objective
Mandate
To obtain long-term capital growth while minimizing
capital risk.
Invests primarily in high-quality European companies
with superior economics that are run by strong, shareholder-minded
management teams. Burgundy opportunistically invests in the securities
of these companies when they are selling well below their intrinsic value.
Burgundy Focus Asian Equity Fund:
Investment Objective
Mandate
To obtain long-term capital growth while minimizing
capital risk.
Invests primarily in Japanese and other Asian
companies. Burgundy opportunistically invests in the securities of
these companies when they are selling well below their intrinsic value.
Burgundy Compound Reinvestment Fund:
Investment Objective
Mandate
To obtain long-term capital growth while minimizing
capital risk.
Invests primarily in high-quality dividend-paying
Canadian and U.S. companies with superior economics that are run by
strong, shareholder-minded management teams. The net dividends paid
by these companies will be reinvested in additional securities of
the issuer.
Burgundy Partners’ Balanced RSP Fund:
Investment Objective
Mandate
To obtain sustainable long-term capital
growth while minimizing capital risk.
Invests primarily in equity and fixed-income
securities of Canadian, U.S. and foreign entities. Burgundy
opportunistically invests in equity securities of these companies
when they are trading well below their intrinsic value, and in
high-quality investment grade bonds.
Burgundy Balanced Income Fund:
Investment Objective
Mandate
To protect capital while providing
regular income and the opportunity for capital appreciation.
Invests primarily in a combination of Canadian
fixed-income securities, including government debt securities,
corporate bonds and debentures, and money market instruments, as
well as equity securities of Canadian, U.S. and foreign companies.
Burgundy Total Return Bond Fund:
Investment Objective
Mandate
To provide a total return consistent
with preservation of capital.
Invests primarily in a well diversified
portfolio of corporate bonds issued by Canadian, U.S. and
foreign corporations. The Fund may purchase corporate bonds
across the ratings spectrum including bonds rated below
investment grade. Rigorous fundamental corporate credit
analysis is emphasized to identify attractive opportunities.
Burgundy Bond Fund:
Investment Objective
Mandate
To achieve long-term total returns.
Invests primarily in Canadian fixed-income
securities, including government debt securities, corporate bonds,
debentures and short-term notes. The Fund focuses on high-quality
investment grade bonds (rated BBB or better by Canadian bond rating
agencies) purchased for income quality and liquidity.