The Kipling Group of Funds are generally available to Canadian residents who can meet certain eligibility requirements under one of the following exemptions from the prospectus requirements in order to invest. The exemptions and their minimum initial investment amounts are:

Accredited Investor Exemption: This exemption is available only to "accredited investors" as defined in National Instrument 45-106 - Prospectus Exemption.

Minimum Amount Exemption: This exemption is available to residents in the offering jurisdictions, and the minimum initial purchase amount is $150,000.00.

Investors should contact their Financial Advisor for more information regarding these exemptions and their requirements. If you qualify under any of the above exemptions and can comfortably invest the minimum dollar amount specified, please accept the disclaimer below to learn more about the Kipling Group of Funds.

If you are a registered Portfolio Manager (Advising Representative) with a client in a fully managed account, there is no minimum purchase amount. There is a bulk subscription agreement that can be used to execute purchases for managed accounts.

Register for access to our Advisor Portal

NCM Pension Portfolio

NCM Global Balanced Retirement Fund (formerly, NCM Global Equity Balanced Portfolio)

Pension Portfolio