NexGen Financial Ltd. Partnership is launching the NexGen Global Value Registered Fund and NexGen Global Value Tax Managed Fund. The Funds will offer both registered and taxable investors access to what NexGen believes to be a portfolio of attractively priced securities from equity markets throughout the world.
The funds will be managed by Jonathan Baird, who has over 20 years experience as a money manager, primarily managing mutual funds. He possesses a strong value record of performance investing in both North American and International markets. Baird’s responsibilities include the management of the funds as well as oversight of the investment activities of the NexGen Infrastructure Limited Partnership.
“NexGen Global Value Funds provide investors with access to a very experienced value manager with a strong record of past performance,” said Jim Hunter, CEO of NexGen Financial. “The combination of Jonathan’s investment expertise and research capabilities, and NexGen’s Tax Managed fund structure, will offer investors a tax efficient and flexible global investment product. It’s a matter of first, generating a competitive return; and then, managing investors’ exposure to taxes, if any, on that return. At NexGen, that’s exactly what we are endeavouring to provide to investors and their advisors.”
The funds will be available for purchase in Alberta, British Columbia, Ontario and Quebec as of April 2. The funds may be suitable for investors with a medium to high tolerance for risk, who seek long-term capital growth. Interested investors should contact their financial advisor for more information.
NexGen Financial launches Global Value Funds
The funds aim to offer a portfolio of attractively priced securities from global equity markets
- By: IE Staff
- April 3, 2007 April 3, 2007
- 10:01