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Bond and Trust Unit Offerings

Passion. Experience. Diligence.

Bond & Trust Unit Offerings

 
 

Epiphany Legacy Investment Mutual Fund Trust
(“Legacy” or the “Trust”)

MAXIMUM OFFERING SIZE: $50,000,000

SECURITIES OFFERED: Participating Preferred Class A trust units (the “Trust Units”)

PRICE PER SECURITY:

  • SOLD OUT: $4.50 per Trust Unit for up to 1,933,255 Trust Units ($10,000,000)

  • CURRENTLY SELLING: $4.75 per Trust Unit for up to 2,105,263 Trust Units ($10,000,000)

  • $5.00 per Trust Unit for the next 21,739 Trust Units ($2,500,000)

INVESTMENT RETURN:

  • SOLD OUT: $4.50 Trust Unit:   8.6% return

  • CURRENTLY SELLING: $4.75 Trust Unit:    8.2% return

  • $5.00 Trust Unit:    7.8% return

ELIGIBILITY: The Trust Units are eligible for all non-registered and registered (RRSP, RRIF, RESP and TFSA) accounts.

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