Efficient Access to Diversified Investment Strategies
Not every account size is suited to individual stock and bond selection — but that doesn’t mean you should settle for a one-size-fits-all fund. At DeLuca Veale, we offer pooled investment solutions designed to give you access to our core investment strategies in a way that’s cost-effective, diversified, and actively managed.
Our DV Growth Fund is one such example, providing exposure to high-quality equities in a structure designed for clients who want strategic growth but may not yet meet the threshold for a fully customized portfolio. Backed by the same disciplined process we use for larger accounts, our pooled funds offer transparency, liquidity, and performance you can trust.
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A professionally managed investment fund combining multiple investors’ assets
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Allows smaller accounts to access the same strategies used in larger portfolios
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Actively managed in-house by DeLuca Veale’s portfolio management team
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Available to clients directly — no intermediaries or commissions
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Core equity strategy focused on long-term capital appreciation
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Invests in high-quality North American companies across sectors
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Designed to mirror our discretionary equity mandates
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Suitable for TFSAs, RRSPs, RESPs, and non-registered accounts
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Lower minimum investment than custom portfolios
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Diversification without mutual fund fees or sales charges
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Seamless integration into your overall wealth plan
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Transparent reporting and direct access to your advisor
Find out if a pooled fund strategy is the right fit for your financial goals.
Connect with us to learn more.
