Allard Partners Limited (APL) provides portfolio management and administrative services to private investment trusts and companies, referred to as Funds. This includes analyzing potential investments, monitoring performance, and advising on investment dispositions. APL manages the Allard Growth Fund (AGF) and other Funds, offered privately to eligible investors. APL tailors its services to client needs, allowing reasonable restrictions on investments, though this may impact performance.
Fee Structure
Allard Partners Limited manages investments for private investment trusts and companies (Funds). The management fee for the Allard Growth Fund (AGF) and other Funds is generally 1.25% per year of the fund's net assets, paid monthly. Fees, minimums, and account sizes may be negotiable and vary depending on the client's circumstances. Investors also indirectly bear other costs charged to the Funds, such as accounting, legal, and administration fees.