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[fusion_builder_container hundred_percent=”yes” equal_height_columns=”yes” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” background_position=”left center” background_repeat=”no-repeat” fade=”no” background_parallax=”up” enable_mobile=”no” parallax_speed=”0.3″ video_aspect_ratio=”16:9″ video_loop=”yes” video_mute=”yes” border_size=”0″ border_style=”solid” padding_top=”0px” padding_right=”0px” padding_bottom=”0px” padding_left=”0px”][fusion_builder_row][fusion_builder_column type=”3_5″ layout=”3_5″ spacing=”” center_content=”yes” hover_type=”none” link=”” min_height=”” hide_on_mobile=”no” class=”” id=”” background_color=”” background_image=”” background_position=”right center” undefined=”” background_repeat=”no-repeat” border_size=”0″ border_color=”” border_style=”solid” border_position=”all” padding_top=”” padding_right=”” padding_bottom=”” padding_left=”” margin_top=”0px” margin_bottom=”0px” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” last=”no”][fusion_separator style_type=”none” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” top_margin=”20″ bottom_margin=”10″ border_size=”0″ alignment=”center” /][fusion_imageframe image_id=”16031″ style_type=”none” hover_type=”none” align=”center” lightbox=”no” linktarget=”_self” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” animation_direction=”left” animation_speed=”0.3″]https://www.bristolgate.com/wp-content/uploads/2017/08/10-20-teal-resp-june-1024×499.png[/fusion_imageframe][fusion_text]

Sources: [fusion_popover title=”” title_bg_color=”” content=”Comparative performance shown on net basis against the eVestment universe of 515 US Large Cap Core Equity strategies. Risk summary shown on net basis is average of 4 measures of downside risk as compared against the S&P 500 TRI (maximum drawdown, time to recover, downside capture and number of drawdown days). Performance independently verified, reports available upon request. Period covered: from inception May 15, 2009 to June 30, 2017.” content_bg_color=”” bordercolor=”” textcolor=”” trigger=”hover” placement=”top” class=”” id=””]Here[/fusion_popover]

[/fusion_text][fusion_button target=”_blank” alignment=”center” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”dek-pick” color=”default” button_gradient_top_color=”rgba(255,255,255,0)” button_gradient_bottom_color=”rgba(255,255,255,0)” button_gradient_top_color_hover=”rgba(255, 255, 255, 0.09)” button_gradient_bottom_color_hover=”rgba(255, 255, 255, 0.09)” accent_color=”rgba(255,255,255,.6)” accent_hover_color=”rgba(255,255,255,.9)” type=”flat” border_width=”1px” size=”xlarge” stretch=”default” shape=”round” icon_position=”left” icon_divider=”no” animation_direction=”left” animation_speed=”1.0″]Ask for our pitch deck[/fusion_button][/fusion_builder_column][fusion_builder_column type=”2_5″ layout=”2_5″ spacing=”” center_content=”yes” hover_type=”none” link=”” min_height=”” hide_on_mobile=”no” class=”” id=”” background_color=”#b4ccd9″ background_image=”” background_position=”left top” undefined=”” background_repeat=”no-repeat” border_size=”” border_color=”” border_style=”solid” border_position=”all” padding_top=”10%” padding_right=”10%” padding_bottom=”10%” padding_left=”15%” margin_top=”10″ margin_bottom=”10″ animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” last=”no”][fusion_title hide_on_mobile=”small-visibility,medium-visibility,large-visibility” size=”3″ content_align=”left” style_type=”none”]In Canada, our fund is available to individuals if they are Accredited or otherwise Exempt[/fusion_title][fusion_button target=”_blank” alignment=”left” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”accredited” color=”custom” button_gradient_top_color=”rgba(255,255,255,0)” button_gradient_bottom_color=”rgba(255,255,255,0)” button_gradient_top_color_hover=”rgba(255, 255, 255, 0.09)” button_gradient_bottom_color_hover=”rgba(255, 255, 255, 0.09)” accent_color=”rgba(255,255,255,.6)” accent_hover_color=”rgba(255,255,255,.9)” type=”flat” border_width=”1px” size=”xlarge” stretch=”default” shape=”round” icon_position=”left” icon_divider=”no” animation_direction=”left” animation_speed=”1.0″]See if you’re eligible[/fusion_button][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container hundred_percent=”no” equal_height_columns=”no” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” id=”collaps” background_position=”center center” background_repeat=”no-repeat” fade=”no” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ video_aspect_ratio=”16:9″ video_loop=”yes” video_mute=”yes” border_style=”solid” padding_top=”20px” padding_bottom=”20px”][fusion_builder_row][fusion_builder_column type=”1_1″ layout=”1_1″ spacing=”” center_content=”no” hover_type=”none” link=”” min_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=”” background_color=”” background_image=”” background_position=”left top” background_repeat=”no-repeat” border_size=”0″ border_color=”” border_style=”solid” border_position=”all” padding_top=”” padding_right=”” padding_bottom=”” padding_left=”” dimension_margin=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” last=”no”][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container hundred_percent=”no” equal_height_columns=”no” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” background_position=”center center” background_repeat=”no-repeat” fade=”no” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ video_aspect_ratio=”16:9″ video_loop=”yes” video_mute=”yes” border_style=”solid” padding_top=”20px” padding_bottom=”20px”][fusion_builder_row][fusion_builder_column type=”3_5″ layout=”2_5″ spacing=”” center_content=”no” hover_type=”none” link=”” min_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=”” background_color=”” background_image=”” background_position=”left top” background_repeat=”no-repeat” border_size=”0″ border_color=”” border_style=”solid” border_position=”all” padding_top=”” padding_right=”” padding_bottom=”” padding_left=”” dimension_margin=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” last=”no”][fusion_text]Bristol Gate US Equity Strategy[/fusion_text][fusion_code]W3RhYmxlIGlkPTcgL10=[/fusion_code][fusion_text]

Sources: [fusion_popover title=”” title_bg_color=”” content=”Bloomberg, Factset. Dividend growth is the average of the annual trailing 12 month dividend growth (as reported on Bloomberg) of the individual stocks held in the Bristol Gate US Equity Strategy at Dec. 31, 2016.” content_bg_color=”” bordercolor=”” textcolor=”” trigger=”hover” placement=”top” class=”” id=””]Here[/fusion_popover]

[/fusion_text][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container hundred_percent=”yes” equal_height_columns=”no” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” background_position=”center center” background_repeat=”no-repeat” fade=”yes” background_parallax=”none” enable_mobile=”no” video_loop=”yes” video_mute=”yes” border_style=”solid” padding_right=”0″ padding_left=”0″][fusion_builder_row][fusion_builder_column type=”1_4″ layout=”1_4″ spacing=”no” center_content=”no” link=”https://www.bristolgate.com/wp-content/uploads/2018/03/Institutional-GIPS-February-28-2018.pdf” target=”_blank” min_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”all-sectors-colom” id=”” background_color=”#80a1b6″ background_image=”” background_position=”left top” undefined=”” background_repeat=”no-repeat” hover_type=”none” border_size=”0″ border_color=”” border_style=”solid” border_position=”all” padding_top=”30px” padding_right=”30px” padding_bottom=”30px” padding_left=”30px” margin_top=”” margin_bottom=”” animation_type=”” animation_direction=”left” animation_speed=”” animation_offset=”” last=”no”][fusion_text]

View pdf

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GIPS Institutional performance quick facts

[/fusion_text][/fusion_builder_column][fusion_builder_column type=”1_4″ layout=”1_4″ spacing=”no” center_content=”no” link=”https://www.bristolgate.com/wp-content/uploads/2018/03/US_EquityFund_USD-February-28-2018.pdf” target=”_blank” min_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”all-sectors-colom” id=”” background_color=”#3e3e3e” background_image=”” background_position=”left top” undefined=”” background_repeat=”no-repeat” hover_type=”none” border_size=”0″ border_color=”” border_style=”solid” border_position=”all” padding_top=”30px” padding_right=”30px” padding_bottom=”30px” padding_left=”30px” margin_top=”” margin_bottom=”” animation_type=”” animation_direction=”left” animation_speed=”” animation_offset=”” last=”no”][fusion_text]

View pdf

[/fusion_text][fusion_separator style_type=”single solid” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=”” sep_color=”#ffffff” top_margin=”5″ bottom_margin=”20″ border_size=”” icon=”” icon_circle=”” icon_circle_color=”” width=”200px” alignment=”center” /][fusion_text]

Fund performance (USD)
(only available in Canada)

[/fusion_text][/fusion_builder_column][fusion_builder_column type=”1_4″ layout=”1_4″ spacing=”no” center_content=”no” link=”https://www.bristolgate.com/wp-content/uploads/2018/03/US_EquityFund_CAD-February-28-2018.pdf” target=”_blank” min_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”all-sectors-colom” id=”” background_color=”#549997″ background_image=”” background_position=”left top” undefined=”” background_repeat=”no-repeat” hover_type=”none” border_size=”0″ border_color=”” border_style=”solid” border_position=”all” padding_top=”30px” padding_right=”30px” padding_bottom=”30px” padding_left=”30px” margin_top=”” margin_bottom=”” animation_type=”” animation_direction=”left” animation_speed=”” animation_offset=”” last=”no”][fusion_text]

View pdf

[/fusion_text][fusion_separator style_type=”single solid” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=”” sep_color=”#ffffff” top_margin=”5″ bottom_margin=”20″ border_size=”” icon=”” icon_circle=”” icon_circle_color=”” width=”200px” alignment=”center” /][fusion_text]

Fund performance (CAD)
(only available in Canada)

[/fusion_text][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container hundred_percent=”no” hundred_percent_height=”no” hundred_percent_height_scroll=”no” hundred_percent_height_center_content=”yes” equal_height_columns=”no” menu_anchor=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=”” background_color=”” background_image=”” background_position=”center center” background_repeat=”no-repeat” fade=”no” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ video_mp4=”” video_webm=”” video_ogv=”” video_url=”” video_aspect_ratio=”16:9″ video_loop=”yes” video_mute=”yes” video_preview_image=”” border_size=”” border_color=”” border_style=”solid” margin_top=”” margin_bottom=”” padding_top=”” padding_right=”” padding_bottom=”” padding_left=””][fusion_builder_row][fusion_builder_column type=”1_1″ layout=”1_1″ spacing=”” center_content=”no” link=”” target=”_self” min_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=”” background_color=”” background_image=”” background_position=”left top” background_repeat=”no-repeat” hover_type=”none” border_size=”0″ border_color=”” border_style=”solid” border_position=”all” padding_top=”” padding_right=”” padding_bottom=”” padding_left=”” dimension_margin=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” last=”no”][fusion_text]

ETF Offering Documents

Fund Facts

BGU: English / French

BGU.U: English / French

BGC: English / French 

Prospectus

English / French 

[/fusion_text][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container hundred_percent=”no” equal_height_columns=”no” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” background_position=”center center” background_repeat=”no-repeat” fade=”no” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ video_aspect_ratio=”16:9″ video_loop=”yes” video_mute=”yes” border_style=”solid” padding_top=”20px” padding_bottom=”20px”][fusion_builder_row][fusion_builder_column type=”1_1″ layout=”1_1″ spacing=”” center_content=”no” hover_type=”none” link=”” min_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=”” background_color=”” background_image=”” background_position=”left top” background_repeat=”no-repeat” border_size=”0″ border_color=”” border_style=”solid” border_position=”all” padding_top=”” padding_right=”” padding_bottom=”” padding_left=”” dimension_margin=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” last=”no”][fusion_text]

General Disclosures – Bristol Gate US Equity Strategy

Gross returns (GIPS) in this report refer to the Bristol Gate US Equity Strategy Composite. No allowance has been made for custodial costs, taxes, operating costs or management and performance fees, which will reduce performance. Past performance is not indicative of future results.

The S&P 500 Total Return Index measures the performance of the broad US equity market, including dividend re-investment, in US dollars. This index is provided for information only and comparisons to each index has limitations. SPDR S&P 500 ETF Trust (SPY US) has been used as a proxy for the S&P 500® for the purpose of providing non-return based portfolio statistics and sector weightings in this presentation.

This Report is for information purposes and should not be construed under any circumstances as a public offering of securities in any jurisdiction in which an offer or solicitation is not authorized. Prospective investors in Bristol Gate’s managed funds should rely solely on the fund’s offering documents, which outline the risk factors associated with a decision to invest. No representations or warranties of any kind are intended or should be inferred with respect to the economic return or the tax implications of any investment in a Bristol Gate fund.

Contact us at: Bristol Gate Capital Partners 45 St. Clair Ave. W., Suite 601 Toronto ON M4V 1K9 416 921 7076 info@BristolGate.com

[fusion_separator style_type=”none” top_margin=”10″ bottom_margin=”10″ sep_color=”” icon=”” width=”” class=”” id=””/][fusion_button link=”https://www.bristolgate.com/contact-us/” color=”custom” size=”large” type=”flat” shape=”round” target=”_blank” title=”” gradient_colors=”transparent|” gradient_hover_colors=”#6797be|” accent_color=”#6797be” accent_hover_color=”#ffffff” bevel_color=”” border_width=”1px” shadow=”no” icon=”” icon_position=”left” icon_divider=”no” modal=”” animation_type=”0″ animation_direction=”left” animation_speed=”1″ alignment=”left” class=”” id=””]Contact us[/fusion_button][fusion_button link=”https://www.bristolgate.com/gips-disclosure” title=”” target=”_blank” alignment=”” modal=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=”” color=”custom” button_gradient_top_color=”#ffffff” button_gradient_bottom_color=”” button_gradient_top_color_hover=”#5c8db5″ button_gradient_bottom_color_hover=”#5c8db5″ accent_color=”#5c8db5″ accent_hover_color=”” type=”” bevel_color=”” border_width=”1″ size=”” stretch=”default” shape=”” icon=”” icon_position=”left” icon_divider=”no” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]See GIPS disclosure page[/fusion_button][fusion_button link=”https://www.bristolgate.com/wp-content/uploads/2017/09/Bristol-Gate-Form-ADV-Part-1.pdf” color=”custom” size=”large” type=”flat” shape=”round” target=”_blank” title=”” gradient_colors=”transparent|” gradient_hover_colors=”#6797be|” accent_color=”#6797be” accent_hover_color=”#ffffff” bevel_color=”” border_width=”1px” shadow=”no” icon=”” icon_position=”left” icon_divider=”no” modal=”” animation_type=”0″ animation_direction=”left” animation_speed=”1″ alignment=”left” class=”” id=””]US SEC Form ADV Part 1[/fusion_button][fusion_button link=”https://www.bristolgate.com/wp-content/uploads/2017/09/Bristol-Gate-Form-ADV-2A-Brochure.pdf” color=”custom” size=”large” type=”flat” shape=”round” target=”_blank” title=”” gradient_colors=”transparent|” gradient_hover_colors=”#6797be|” accent_color=”#6797be” accent_hover_color=”#ffffff” bevel_color=”” border_width=”1px” shadow=”no” icon=”” icon_position=”left” icon_divider=”no” modal=”” animation_type=”0″ animation_direction=”left” animation_speed=”1″ alignment=”left” class=”” id=””]US SEC Form ADV Part 2[/fusion_button]

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