Pooled Funds
Simple and cost-effective, our Pooled Funds allow clients to access our expertise and insight.
With our Pooled Funds, clients can gain the scale benefits of pooling their assets with those of other clients. Because we limit our focus to Canadian companies that we research carefully, your diversification is limited to strictly best-in-class.
The Seymour Canadian Equity Fund, Seymour Mid-Cap Equity Fund, and Seymour Performance Fund are distributed under available prospectus exemptions. As a result, only eligible investors such as accredited investors or investors who satisfy the minimum amount as defined by applicable securities legislation may invest in these funds.
Seymour Canadian Equity Fund
Primarly Invests In
Established companies with market capitalizations >$5B
Typical # of Holdings
20-30
RRSP Eligibility
Yes
Fee Structure
1%
Minimum Investment
$250k
Status
Open
Seymour Mid-Cap Equity Fund
Primarly Invests In
Proven companies with market capitalizations between >$1-5B
Typical # of Holdings
20-30
RRSP Eligibility
Yes
Fee Structure
1%
Minimum Investment
$250k
Status
Open
Seymour Performance Fund
Primarly Invests In
Growing companies with market capitalizations <$1B
Typical # of Holdings
20-30
RRSP Eligibility
Yes
Fee Structure
1% with performance fee of 10% of return above a 7.5% hurdle
Minimum Investment
$250k
Status
Closed to New Investors
Primarly Invests In
Typical # of Holdings
RRSP Eligibility
Fee Structure
Minimum Investment
Status
Seymour Canadian Equity Fund
Established companies with market capitalizations >$5B
20-30
Yes
1%
$250k
Open
Seymour Mid-Cap Equity Fund
Proven companies with market capitalizations between $1-5B
20-30
Yes
1%
$250k
Open
Seymour Performance Fund
Growing companies with market capitalizations <$1B
20-30
Yes
1% with performance fee of 10% of return above a 7.5% hurdle
$250k
Closed to new investors
*Each of our funds is differentiated by the size of the companies within that portfolio or Market Capitalization. For example, a large Canadian Bank with an enduring franchise and diversified operations that help reduce volatility would fit into the Canadian Equity Fund. Smaller companies that have greater potential for growth and long-term capital appreciation – but perhaps higher volatility – would fit in the Mid-Cap or Performance Fund.