Looking upwards towards the branches of a large tree.

Portfolios

We keep it simple for investors by offering just seven mutual funds, all of which follow a time-tested approach to delivering strong long-term investment returns.

EdgePoint Canadian Portfolio

A concentrated collection of quality Canadian businesses with growth potential.

EdgePoint Canadian Growth & Income Portfolio

A balanced portfolio concentrated in both quality Canadian businesses with growth potential and investments in fixed-income securities.

EdgePoint Global Portfolio

A concentrated collection of quality businesses from around the world with growth potential.

EdgePoint Global Growth & Income Portfolio

A balanced portfolio concentrated in both quality businesses from around the world with growth potential and investments in fixed-income securities.

EdgePoint Monthly Income Portfolio

A collection of predominantly high-quality Canadian fixed income securities that provides a combination of income growth and capital appreciation.

EdgePoint Opportunistic Credit Portfolio

A concentrated portfolio that seeks to provide long-term capital appreciation and income generation by investing in corporate debt and income producing equities. Effective February 1st, 2023, EdgePoint Variable Income Portfolio is renamed to EdgePoint Opportunistic Credit Portfolio. We believe the new name better reflects the profile of the Portfolio. The investment strategy, approach and objectives remain the same.

EdgePoint Go West Portfolio

A concentrated portfolio that seeks to provide capital appreciation through investments in Western Canada, primarily in energy companies.