ROMC Fund
A global equity-focused unit trust, was launched on October 1, 2007 by Offering Memorandum and is available to Accredited investors in Ontario, Alberta, B.C. and Quebec.
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An individual who, alone or together with a spouse, owns financial assets worth more than $1 million before taxes but net of related liabilities; or
An individual, who alone or together with a spouse, has net assets of at least $5,000,000; or
An individual whose net income before taxes exceeded $200,000 in both of the last two years and who expects to maintain at least the same level of income this year; or
An individual whose net income before taxes, combined with that of a spouse, exceeded $300,000 in both of the last two years and who expects to maintain at least the same level of income this year; or
An individual who currently is, or once was, a registered adviser or dealer, other than a limited market dealer; or
Financial institutions; or
Governments and governmental agencies; or
Insurance companies; or
Pension funds; or
Registered charities; or
Certain mutual funds, pooled funds and managed accounts; or
Companies with net assets of at least $5 million; or
Persons or companies recognized by the OSC as an accredited investor.
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If you would like to invest in ROMC Fund and you qualify as an Accredited investor. If you have any difficulty with your subscription, please contact us so that we can assist you.
ROMC Fund Fact Sheets
Please read:
The information contained on this website does not represent a solicitation. ROMC Fund is a non-reporting investment fund, offered by offering memorandum. Information about ROMC Fund, including management fees and other expenses, is contained in ROMC Fund's annual letters. Please read all manner of information available on this website prior to considering a participation in ROMC Fund. An investment in ROMC Fund is not guaranteed; its unit value and investment return will fluctuate. Performance data shown is historic and is not indicative of future performance. Any form of data provided by the manager is thought to be accurate but that cannot be guaranteed.