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Saxon launches Advisor Series

1% trailer fee on all Saxon equity funds TORONTO, Jan. 22 /CNW/ - Saxon Financial Inc. (TSX: SFI)...

articleSolution Financial Inc.January 22, 20085/company/solution-financial-inc/news/saxon-launches-advisor-series
Saxon launches Advisor Series

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[{"type":"text","content":"\n\n\n\n1% trailer fee on all Saxon equity funds\n\n\nTORONTO, Jan. 22 /CNW/ - Saxon Financial Inc. (TSX: SFI) recently\nlaunched Advisor Series, a front-load series that offers a 1% trailer fee on\nall Saxon equity funds.\n\n\nTargeted for investors who use the services of a financial advisor,\nAdvisor Series offers Saxon's value investment expertise and competitive\nmanagement fees. "In launching Advisor Series, Saxon recognizes the value of\nprofessional financial advice while maintaining its commitment to fair\npricing," said Allan Smith, President and CEO. "Saxon believes in tailored,\nfair and transparent pricing for all investors, whether it's those seeking\nadvice or the do-it-yourself investor."\n\n\nSaxon will absorb all operating expenses of Advisor Series, as it has\nalways done with its original Investor Series and F Series.\n\n\nSaxon's newest fund offerings will also be available in Advisor Series.\nThese include Saxon Microcap Fund, the only value style microcap fund in\nCanada, Saxon U.S. Small Cap Fund and Saxon Global Small Cap Fund. All three\nspecialty funds extend Saxon's 22-year small cap investment expertise to offer\ninvestors greater choice in this sector.\n\n\nSaxon mutual funds are available in the following series:\n\n\nAdvisor Series units are intended for purchase by investors who require a\n\n\nfinancial advisor, other than those who hold units in a fee-based account\n\n\n(see F-Series).\n\n\nInvestor Series units are intended for self-directed investors - those\n\n\nwho do not require the services of a financial advisor.\n\n\nF-Series units are available solely to investors who purchase Saxon\n\n\nmutual funds through financial advisors offering fee-based accounts.\n\n\nB-Series units are available to certain high net worth and institutional\n\n\ninvestors, including other funds.\n\n\nAbout Saxon Financial Inc. (www.saxonfinancial.ca)\n\n\nSaxon Financial Inc. is one of Canada's most respected value style\ninvestment management firms. The Company has three principal lines of\nbusiness: Saxon Funds Management Limited, which manages a family of\nhigh-performing mutual funds; Howson Tattersall Investment Counsel Limited, an\ninstitutional asset management business; and Howson Tattersall Private Asset\nManagement Inc., a private client asset management business.\n\n\nCommissions, ...

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