Pacifica
Pooled Fund

A unique opportunity to invest in our pooled fund.

A unique opportunity to invest in our pooled fund.

The $38 million fund invests in equities and bonds, as well as select alternative assets to manage volatility with a dynamic asset mix and sector rotation strategy.

It's an ideal fund for investors looking for a unique and sophisticated investment vehicle that is “non-indexed” yet provides diversified exposure to core asset classes and sectors.

Investment Holdings

The Tactical Balanced Fund's equity holdings include large U.S. and Canadian market capitalization companies, with a bias toward dividend growth stocks. We supplement those with investments in select international companies.

Benchmark Asset Mix

We base our asset mix and sector rotation decisions primarily on a top-down investment approach that uses macroeconomic and broad market factors. We base our individual security selection on a bottom-up approach that involves examining the specific attributes of each company.

Fund Details

  • Manager: Pacifica Partners Inc.
  • Auditor: KPMG LLP
  • Counsel: Borden Ladner Gervais LLP
  • Custodian: National Bank Independent Network
  • Administrator: Commonwealth Fund Services

Units of the fund are valued monthly.

View the fund’s monthly performance on Fundata.

Historical fund performance, current sector allocations, and current fund holdings are available for clients of Pacifica Partners. Please speak to a Pacifica Partners advisor for more detail.

Book a Complimentary Consultation

View All Your Accounts in One Place.

Pacifica clients can see all their US and Canadian investment accounts through our portal, with a unified view at the account level or portfolio household level. Easily track your exposure, income, returns and gain-loss data in either CAD or USD. See your bottom line in either currency.

Next-level Portfolio Benchmarking & Analytics.

Track your portfolio performance, sector exposures, position metrics and bond risk. Every portfolio is benchmarked to an appropriate market index. This helps understand how your performance fares on an ‘apples to apples’ basis as well as to troubleshoot any weaknesses.

Our Fiduciary Duty.

We are held to a Fiduciary standard, meaning we are required to act in your best interest, ahead of our own. We are licensed to manage investments and provide advice for clients throughout North America and Globally. We service cross-border clients in 9 Provinces and in over 30 US States.

Portfolio Migration Made Easy.

Clients often have portfolio positions that have built up over time with large taxable gains, or have unique circumstances reflected in their portfolio. We’ll analyze these constraints with your tax planner’s input. We transfer-in holdings as-is, and methodical adjustments are made over time to intelligently migrate your portfolio to meet your investment objectives.