FUND FACT SHEETS

SELECT FR FIXED INCOME FUND


The objective of this portfolio is to maximize interest income and preserve the
portfolio’s capital and provide liquidity.

SELECT FR ENHANCED CORE CAUTIOUS FUND


The objective is to generate income and moderate capital growth over the medium to long term.

SELECT FR BALANCED FUND


The Select BCI Balanced Fund is a managed portfolio with the objective to provide the
investor with balanced capital growth.

SELECT FR WORLDWIDE FLEXIBLE FUND


The primary objective is providing investors with a reasonable level of stable long term capital growth in excess of the portfolio’s benchmark.

SELECT FR ESG EQUITY FUND


The objective is to sustain high long-term capital growth by investing in socially
responsible securities.

SELECT FR EQUITY FUND


The Select BCI Equity Fund is a general equity portfolio that aims to provide investors with high long-term capital growth.