Login
Web Investor
NBIN My Portfolio +
Investment Professional
  • Who We Are
    • Our Values
    • Our Business
    • Our Technology
    • Our Team
    • Who We Work With
    • National Bank Independent Network
    • Growth & Transition Financing
  • Fact Sheets
  • Benchmarks
  • Investment Solutions
  • Contact
Login
Croesus Investor
NBIN My Portfolio +
Investment Professional
Croft
Croft
  • Who We Are
    • Our Values
    • Our Business
    • Our Technology
    • Our Team
    • Who We Work With
    • National Bank Independent Network
    • Growth & Transition Financing
  • Fact Sheets
  • Benchmarks
  • Investment Solutions
  • Contact
CONTACT
CONTACT +1-877-249-2884
  1. Home /
  2. Fact Sheets

Performance Fact Sheets

POOLS - Ending August, 2020

Equity Share Class Fact Sheet – August 31, 2020
Income Share Class Fact Sheet – August 31, 2020
Option Writing Share Class – August 31, 2020
MFG Total Return Share Class Fact Sheet – August 31, 2020

ENHANCED 3 POOL MANDATES - August 31, 2020

Enhanced Growth Mandate Fact Sheet – August 31, 2020

Enhanced Balanced Mandate Fact Sheet – August 31, 2020

Enhanced Conservative Income Mandate Fact Sheet – August 31, 2020

RELATIONSHIP DISCLOSURE DOCUMENT & OTHER

Relationship Disclosure Document

Commentary & Outlook – April 2020

CFG Custom Portfolio Corporation Financials – Year ending Dec 31, 2019 and from July 31, 2018 to Dec 31, 2018

  • The Real World Index
  • The Financial Post Index
  • Cboe S&P 500 BuyWrite Index (BXM)
  • Advisors & Planners
  • Investors
  • Portfolio Managers

  • +1-877-249-2884
  • info@croftgroup.com
  • 801-251 Consumers Road, Toronto, Ontario M2J 4R3

Key Services

  • Advisors & Planners
  • Investors
  • Portfolio Managers
  • Web Investor
  • NBIN My Portfolio +
  • Investment Professional

Menu

  • Our Business
  • Who We Work With
  • Fact Sheets
  • Benchmarks
  • Investment Solutions
  • Contact

Recent Posts

RESEARCH UPDATE – Orange is the New Trump

RESEARCH UPDATE – Orange is the New Trump

Uncategorized January 12, 2021
RESEARCH UPDATE – Inflation Risk on The Margin

RESEARCH UPDATE – Inflation Risk on The Margin

Uncategorized December 29, 2020
Copyright © 2020 - Croft Financial Group - All rights reserved. Website designed by Perception Web Management