Investment Funds Industry Competitors

So you want to invest in a major Canadian bank but can't decide which one? How about splitting your investment? 5Banc Split invests in the publicly listed common shares of Bank of Montreal, The Bank of Nova Scotia, Canadian Imperial Bank of Commerce, Royal Bank of Canada, and The Toronto-Dominion Bank....

AIC Diversified Canada Split Corp. provides investments for the highest growth segments, including wealth protection, wealth management, investment banking, retail banking and brokerage. Established in 1999, the company was one of Canada's first mutual fund split share product offerings....

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Fidelity Equity Partners is totally faithful to its benefactor. The firm invests solely for Fidelity Investments' own account and targets growing middle-market companies in North America and Europe with values of $50 million to $150 million....

Live at the Fillmore means blockbuster rock n' roll: Fillmore Capital means blockbuster profits. The private equity firm specializes in financing real estate, especially hotels, senior housing, manufactured homes, retail, office space, and other real estate assets....

Finance Wales gives Welsh businesses a shot of capital. The investment firm provides debt and equity funding to small and midsized companies throughout the province. Since its inception in 2000, Finance Wales has invested in some 1,700 businesses and currently manages funds of more than £130 million (or about $260 million)....

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The company feels the power of buying power plants. Innergex Power Income Fund is an open-ended investment trust that owns stakes in 10 hydroelectric power plants (with a total installed capacity of about 340 MW), as well as two wind farms in Canada and the US....

Macquarie Airports Management Limited hopes its investments always soar through cloudless skies. Affiliated with Australian investment bank Macquarie Bank Limited, the firm invests in airports located in Australia, Belgium, Italy, and the UK....

Noble Fund Managers, a key subsidiary of Noble Group, manages funds for a worthy list of institutional customers. The company invests primarily in small and medium-sized companies in the UK. It also offers investment advice and engages in venture capital financing....

PIMCO Europe provides fixed-income management services to clients in the UK and Europe. Established in London in 1997 as a subsidiary of Pacific Investment Management Company, PIMCO Europe offers a variety of account services, institutional, and individual investment funds....

Quest For Growth's aspirations are clear. The Belgian investment company takes advantage of the Privak structure (an investment vehicle created by royal decree) to invest in private equity and growth companies and then convert capital gains into tax-free income....

Sarasin & Partners manages a wide variety of investment funds, worth about £7 billion, for customers including unit trusts, charities, pension funds, investment firms, institutions, and individuals. The company acquired Chiswell Associates in 2004, and is also known as Sarasin Chiswell in the UK....

This tiger hopes its yellow stripes represent the shiny luster of gold and other precious metals. Tiger Resource Finance is an investment fund specializing in businesses across all kinds of development stages in the minerals, metals, and mining sector. Its 12 portfolio holdings include African Eagle Resources, Pan African Resources, Sunrise Diamonds, and Tertiary Minerals....

The Adams Express Company will be quick to tell you it administers a closed-end investment fund (a fund with a limited number of shares). The bulk of its portfolio is invested in such sectors as banking (Bank of America, Wachovia), health care (Johnson & Johnson, Wyeth), industrials (Emerson Electric, United Technologies), and consumer products (Procter & Gamble, Target); its largest non-affiliated holding is General Electric....

Criteria CaixaCorp is holding out for higher profits. The investment holding company funds public and private companies in the infrastructure, energy, and services sectors in Spain (more than 80% of revenue) as well as international banking entities. It focuses most of its banking investments in India, China, the US, and Central and Eastern Europe with a particular interest in retail banking....

DIAMONDS Trust, Series 1 wants to be an investor's best friend. The unit investment trust issues DIAMONDS, a tracking stock for the 30 corporations of the Dow Jones Industrial Average (DJIA). It owns approximately 5.8 million shares of each of the 30 firms....

If its business is energy or natural resources, deal Petroleum & Resources in! The firm manages a closed-end fund that invests in natural resources and basic industries stocks. Its billion-dollar portfolio includes several oil companies, including Exxon Mobil (its largest holding, about 12% of the firm's assets), Chevron, and ConocoPhillips....

Arachnophobic investors need not apply. The SPDR Trust, Series 1 is a unit investment trust that issues Standard & Poor's Depositary Receipts (SPDRs, or "spiders"), a tracking stock for the Standard & Poor's 500 Composite Stock Price Index (the S&P 500), consisting of the US's largest companies....

What do an Austrian semiconductor distributor, an Italian luxury yacht builder, and a UK budget hotel operator have in common? They're all top holdings in SVG Capital's international portfolio. Formerly Schroder Ventures International Investment Trust, SVG Capital invests in more than 20 private equity funds for high net worth individual investors as well as small institutional investors....