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Terms & Conditions


Information about specific issuers of securities has been made available by Value Partners Investments Inc. for the sole purpose of providing additional background information on the holdings in the Value Partners Pool(s) and is not intended to be investment advice about the merits of investing directly in these issuers. This information is based on information that is publicly available or that has been provided to Value Partners Investments Inc. by the portfolio managers of the Pools.

The complete holdings of a Pool are disclosed in its Statement of Investment Portfolio semi-annually. On a quarterly basis, each Pool discloses its top 25 holdings in its Summary of Investment Portfolio. Both these documents are available on our website. Value Partners Investments Inc. is a registered investment fund manager and has engaged registered portfolio managers to make decisions about the investments made by each Pool – these investment decisions are not made by Value Partners Investments Inc.

The information provided does not constitute individual, legal, investment or tax advice about any of the Pools or the issuers discussed therein. Please consult your own legal, investment and/or tax advisor prior to making a decision to invest in the Pools. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts documents and the prospectus of the Pools before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The Total Package

Update on the VPI Income Pool

In this months Speaker Series, Steve Norton provides an overview of the Pools success and the sustainable income it has provided since inception. Then, David Atkins, Manager of the VPI Income Pool, references the Income Pool as “The Total Package”. The Pool is in good hands as each manager brings their own area expertise and together have the privilege of flexible asset allocation. The Pool is also diversified in terms of country and sector. Together these features help from a risk management perspective and solidify great opportunity for income growth going forward. Watch the highlights or full video below:

Highlights Video

Full Video