Integra Investment Funds

At Integra we are constantly searching for new investment firms from around the world, with improved and innovative investment approaches. By adding new managers or changing existing managers when appropriate, our Integra Investment Funds evolve, in line with changing global best practices.

Our ongoing fund manager oversight includes monitoring results, assessing adherence to investment style, and detailed attribution analysis. Style integrity is confirmed on an ongoing basis by meeting with the investment firms frequently, reviewing the philosophies and processes regularly and using technology-based analytic tools to monitor portfolio content and performance attribution.

Monthly Fund Performance – month, quarter, 1, 2, 3, 4, 5 and 10 year (or Since Inception) returns
Daily Fund Prices – current unit price, % and $ change from previous day
Fund Profiles – summary of fund objective, asset mix, annual and annualized returns
Fund Prospectus – detail
Fund Financial Statements – annual and mid year reports
Annual Reports for Investors – Report from our Independent Review Committee
Other Fund Reports – Quarterly Transaction Report, Management Report of Fund Performance, Proxy Voting

Independent Custodian: CIBC Mellon
Audit: Ernst & Young
Legal: Torys LLP