In responding to client interest, Morgan Meighen and Associates has expanded its offering of Pooled Funds which are available exclusively to our private clients.

The Morgan Meighen Pooled Funds are designed to provide investors with the benefits of professional management, diversification and liquidity at highly attractive management expense ratios.

We offer four pooled funds: Income, Growth, Global and Balanced. Between these four funds, it is possible for investors to construct a well balanced portfolio in a highly cost effective way to create an exceptional value proposition.

Our Income Pooled Fund is comprised of government and corporate debt, preferred shares and other high yielding securities to offer investors stable appreciation and income with low volatility. Read more...

The Growth Pooled Fund strives to provide long-term capital growth through investing in a diversified portfolio of primarily Canadian equities. Read more...

As Canadian capital markets represent only three percent of the world market, the Global Pooled Fund presents the opportunity to participate in fast growing international firms. The Fund mandate is focused on large companies from both the developed and emerging markets. Read more...

The Balanced Pooled Fund is an ideal vehicle for investors seeking a combination of income and growth. Structured as a fund of funds, the portfolio manager will allocate the assets among cash, Income, Growth and the Global Funds to strive for stable growth in unit value with reduced volatility. Read more...

Minimum Investment
	All Morgan Meighen Funds by regulation require a minimum investment of $150,000 unless the investing client is deemed an "accredited investor" under securities regulations. Accredited investor status might allow initial investments as low as $25,000 depending on the province of residency.
Fees and Expenses
	Portfolio management fees are 1% (1) of the Net Asset Value of the fund. In addition, the funds will pay the fees and expenses related to the Trustee, sub-advisor (where applicable), custodian, record-keeper, brokerage, fund accounting, legal, audit and certain other costs.
Valuation Date
	The Funds are valued weekly.
Registered Plan Eligibility
	All Morgan Meighen Funds can be held in an open or registered accounts including RRSPs, DPSPs RIFs and RESPs.
1 The Balanced Pooled Fund will not duplicate portfolio management fees as a result of any direct investment in units of the Income, Growth and Global Pooled Funds.