Economic Investment Trust Ltd. (ECVTF)

Overview

Economic Investment Trust Limited is a prestigious closed-ended equity mutual fund with historical roots dating back to January 28, 1927. Managed by Burgundy Asset Management Ltd., it focuses on public equity markets worldwide, investing in a broad range of sectors to diversify its portfolio. The fund strategically benchmarks its performance against major indices including the S&P/TSX Composite Index, MSCI World Index, and S&P 500 Index, ensuring a competitive edge in the global investment landscape. As a Canada-domiciled entity, it stands as a testament to enduring financial stewardship and investment expertise.

Products and Services

• Global Equity Investment

  The cornerstone of Economic Investment Trust Limited’s offerings, this service entails investing in a wide array of public equity markets around the globe. By tapping into diverse sectors, the fund aims to build a robust portfolio that can withstand market volatilities and yield substantial returns over time. This approach is designed for investors seeking exposure to global equity markets without the need to commit to sector-specific investments.

• Performance Benchmarking

  To measure its success and strategic direction accurately, Economic Investment Trust Limited employs benchmarking against prominent indices such as the S&P/TSX Composite Index in Canada, the MSCI World Index representing global equity performance, and the S&P 500 Index focused on the U.S. market. This method helps in assessing the fund's performance in comparison to these significant market indices, offering investors transparency and confidence in their investment choices.