Pembroke Private Wealth Management Fund Performance and Investment Options

Pembroke Private Wealth Management offers a range of investment options to suit different risk profiles and financial goals.

The Pembroke Private Wealth Management Fund Performance is designed to provide investors with a steady stream of income and long-term growth.

Their investment options include a mix of low-risk investments such as bonds and cash, as well as higher-risk investments like stocks and real estate.

Investors can choose from a variety of fund options, including a fixed income fund and an equity fund, to diversify their portfolio and minimize risk.

Suggestion: Private Equity Investments

The Pembroke Dividend Growth Fund, managed by Pembroke Private Wealth Management Ltd., is transitioning from a prospectus-exempt basis to distribution under a simplified prospectus. This change will make it a reporting issuer.

Pembroke Private Wealth Management Ltd. is registered as an investment fund manager and mutual fund dealer in multiple Canadian jurisdictions. This registration is a key aspect of their business.

The Fund has complied with investment restrictions and practices, and has not paid management fees to the Filer, with fees paid directly by investors. This means investors have more control over their fees.

The Pembroke Dividend Growth Fund is an open-ended mutual fund trust that's making a significant transition. It previously distributed units on a prospectus-exempt basis and is now transitioning to distribution under a simplified prospectus, which will make it a reporting issuer.

The Fund has been managed by Pembroke Private Wealth Management Ltd., a registered investment fund manager and mutual fund dealer in multiple Canadian jurisdictions. This experience and expertise will undoubtedly benefit the Fund's investors.

The Fund has been careful to comply with investment restrictions and practices, and has not paid management fees to the Filer, with fees paid directly by investors. This approach ensures that investors are aware of the costs associated with managing their investments.

To provide investors with a comprehensive understanding of the Fund's performance, the Filer will post the Fund's financial statements since its inception on the Fund's website. This transparency is a great step towards building trust with investors.

The exemption granted to the Fund allows it to include performance data in its sales communications, fund facts, and management reports of fund performance (MRFPs) for periods when the Fund was not a reporting issuer. This means that investors will have access to a more complete picture of the Fund's historical performance.

Pembroke Concentrated Fund has undergone a risk rating change, a move that's based on the standardized risk classification methodology mandated by the Canadian Securities Administrators.

This change is a result of an annual review conducted by Pembroke to determine the fund's risk level.

The risk rating change is reflected in the Fund's Fund Facts document, which is filed on SEDAR today.

To learn more about Pembroke Private Wealth Management Ltd. and the Fund, you can visit their website at www.pml.ca or call 1-800-667-0716 (Montreal) or 1-800-668-7383 (Toronto).

Please note that mutual funds are not guaranteed and their values change frequently.

Suggestion: Financial Risk Management

Pembroke Private Wealth Management has made changes to the investment objectives of Pembroke International Growth Fund.

The current investment objectives focus on providing long-term growth through capital appreciation by investing primarily in small- to mid-sized foreign companies outside the United States.

The proposed investment objectives, approved by fund holders, will shift to focus on high-quality foreign companies across all market cap ranges, located outside the United States and Canada.

These changes come into effect on or about May 17, 2024, following a vote by fund holders on April 26, 2024.

The investment analysis for the fund will continue to be based on a three-level decision-making approach.

Here's a breakdown of the three levels of decisions:

The focus on small- to mid-cap companies will not change at this time, according to the fund's investment strategies.