Fieldhouse Pro Funds Inc.

Enhanced Pension Plus Fund

(Class P)

Investment Objective

The investment objective of the Enhanced Pension Plus Fund (EPP) is to provide investors access to the attractive risk-adjusted returns and capital preservation strategies used by leading North American pensions and endowments funds. The EPP will partner with carefully selected and not readily available third party specialist managers, make strategic asset selection and providing exposure to uniquely uncorrelated traditional and alternative investments.

Investment Strategy

The investment Strategy is to provide a modern tactical balanced asset mix and build a team of carefully curated world-class pension managers who are engaged to provide global and domestic equity and fixed income asset selection. The EPP will also incorporate pension style asset classes commonly referred to as “alternative assets” to create a stable and rewarding core investor holding in the following sectors or strategies:

Themes

Alternative debt strategies

Global public and private equity

Global hedge strategies

Real assets including commodities, real estate and infrastructure

Key Facts

Risk Profile

Moderate Risk

General Information

Manager

John Kason

Share Class

Class P

FundSERV Code

FHC 610

Inception

Feb 1, 2019

Pricing Schedule

Monthly

Currency

CAD

Hurdle Rate

No

High Watermark

Yes

Incentive Fee

10% Annually

Management Fee

1.0% Annually

Minimum Investment

$5000 CAD

Client Services 778-330-3000

About the Manager - John Kason

John offers a family office experience via discretionary managed portfolios that combine both core and alternative asset classes designed to minimize risk and enhance returns. John utilizes a multi-manager approach that allows clients to access a highly curated and often inaccessible team of global portfolio managers each with specific expertise and management styles. This eliminates ‘in-house’ manager bias and provides unparalleled portfolio diversification and risk adjusted exposure to the entire market.

Important Information

The risk and return profile of this fund is not suitable for all investors. You should seek professional advice that the fund fits your investment objectives and risk tolerance. The historical returns presented here are not an indication of future performance since fund performance can go down as well as up. 

Do not use this page as the sole means to decide how to invest. There are many important factors to consider and you should seek professional advice that can assess your personal circumstances and risk appetite.

This page and website is NOT a solicitation for investment. 

Client Services 778-330-3000

About Fieldhouse

Fieldhouse offers clients a broad suite of products and strategies that are designed to deliver consistent high quality returns. With a choice of managed accounts, tax efficient pooled funds, hedge and overlay strategies, we have the right solutions to suit your investment objectives. Clients benefit from a diverse range of management styles, asset class focus and investment horizons and work with the portfolio manager to create a tailored solution that meets their investment objectives. This can be achieved either through a concentrated investment in a single fund, or as a diversified allocation across our actively managed programs. In addition, investment managers can refine allocations to include third party funds, to make both strategic and tactical decisions that assist in meeting the investment objectives. 

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