The units of the Kingwest Managed Portfolios are intended exclusively for Canadian residents. This document is provided for information purposes only to clients or potential clients of Kingwest & Company.
All dollar references herein are in Canadian dollars. Performance data set forth herein is gross of all management fees, unless otherwise stated. The performance data provided assumes reinvestment of distributions only and does not take into account sales, redemptions, distributions, optional charges or income taxes payable by any security holder that would have reduced returns. Management fees, commissions and expenses may all be associated with pooled fund investments such as an investment in units of the Kingwest Managed Portfolios. Pooled fund investments are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer.
Past performance is not necessarily a guide to future performance. Unit values change frequently and past performance may not be repeated. The payment of distributions is not guaranteed and may fluctuate. The value of investments and income from them can fall and rise. Investments denominated in foreign currencies are subject to fluctuations in exchange rates, which may have an adverse affect on the value of the investments, sale proceeds and on income.
Units of the Kingwest Managed Portfolios are prospectus-exempt products, and are being offered on a continuous private placement basis in accordance with applicable securities legislation to investors who either invest a regulatory minimum of $150,000, or who meet the definition of “accredited investor” under the applicable Canadian securities legislation.
The S&P/TSX Composite Index Total Return has provided investors with a premier indicator of market activity for Canadian equity markets since its launch in 1977. With approximately 95% coverage of the Canadian equities market, it is the primary gauge for Canadian-based, Toronto Stock Exchange listed companies.
The S&P/TSX Composite Index Total Return is designed to offer the representation of a broad benchmark index.
The Total Return Index Value is based on the aggregate, float quoted market value of the index constituents (Stock Price Index Value) plus their paid dividends/distributions. The S&P 500, or the Standard & Poor’s 500, is an American stock market index based on the market capitalizations of 500 large companies having common stock listed on the NYSE or NASDAQ. It is one of the most commonly followed equity indices, and many consider it one of the best representations of the U.S. stock market.