Fund Profile & Past Success

 

Southbridge Health Care Fund is designed as a stable, yield based investment with opportunities for capital appreciation. Structured as a tax efficient mutual fund trust, the Fund focuses on the operation, acquisition and redevelopment of long-term care facilities in Ontario.

Through its investment in Southbridge Health Care LP, the Southbridge Health Care Fund’s stable yield is derived from a government funded long term care business that is growing as a result of positive demographic shifts and chronic shortages in health care beds. The Southbridge Health Care Fund’s provides investors access to an extremely successful management team and a business with significant barriers to entry.

Past Performance

For a review of our quarterly returns for the last 2 years, view the PDF below.

View PDF