Performance
Growth of $10,000
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Equity Size (%) As at undefined
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Sector Allocation (%) As at undefined
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NCM Small Companies Class
NCM Small Companies Class is a Canadian small cap equity fund focusing on fast-growing companies trading at reasonable valuations in an asset class that has historically outperformed.
This fund aims for wealth beyond the index by investing in high-quality small cap companies. Portfolio Manager Alex Sasso has a long and impressive track record in this asset class. Use this fund to target superior long-term returns.
Alex Sasso, CFA
Investment Management
Chief Executive Officer and Portfolio Manager of NCM Small Companies Class and NCM Income Growth Class.
Fund Benefits
Pursue returns
Small cap companies are the top line in virtually every long-term chart of stock market returns. This fund provides concentrated exposure to some of the most attractive names.
Manage risk
This fund follows a disciplined and proven investment methodology. It focuses on profitable and growing companies trading at reasonable valuations.
Trust experience
The fund has posted strong performance since 2005. Portfolio Manager Alex Sasso is one of the foremost experts on Canadian small cap companies.
Risk Rating
DISCLAIMER
Except where indicated otherwise, F Series data, net of fees, * annualized.
Effective January 1, 2024 the Fund's benchmark was changed to S&P/TSX Small Cap Index as BMO Small Cap Index was discontinued. Past performance is no guarantee of future results. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in share value and reinvestment of all dividends and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.