At Raintree Wealth Management we use a unique blend of in-house investment management capabilities with some of the best global institutional money managers.
Fund and Portfolio Fact Sheets
We are pleased to announce the release of our new Raintree Wealth Management Fund and Portfolio Fact Sheets. These documents have been carefully designed to provide you with greater insight into the structure, strategy, and performance of the Raintree investment solutions you hold or may wish to explore.
Whether you’re a conservative investor prioritizing preservation or a growth-oriented investor seeking long-term capital appreciation, our enhanced suite of funds and portfolios are designed to align with your unique financial goals.
At Raintree Wealth Management, we are committed to transparency, disciplined portfolio construction, and personalized investment strategies. Our fact sheets reflect this philosophy and offer detailed information on the following core investment vehicles:
Raintree Core Fixed Income Fund
A foundation for stability and consistent income, emphasizing capital preservation through high-quality public fixed income strategies.
Raintree Core Equity Fund
Designed for long-term growth with diversified global equity exposure and active investment oversight.
Raintree Alternative Strategies Fund
A powerful diversifier that aims to deliver absolute returns with low correlation to traditional markets.
Raintree Enhanced Yield Fund
Targeting a higher yield by blending public and private credit strategies for income-focused investors.
Raintree Model Portfolios
A suite of tailored portfolios (Core+, Explore+, Income+, Flex+, and Tailor+) built around varying risk profiles and objectives, offering fully integrated combinations of our core funds.
Investment Committee
Peter Kinkaide, CFA
CEO & Chief Investment Officer
Jay Bhutani
President & COO
Denis J Bisson, MBA, CFP, CIM, TEP
Independent Portfolio Manager
Sean Wilson, B.Mgt, CIM, CFP
Independent Portfolio Manager
Access To Opportunity
Visit the Polar website to learn more.
Strategy
Absolute Return
Firm Inception
1991
Assets Under Management*
Investment Professionals
Visit the Hillsdale website to learn more.
Strategies
Small-Cap US Equities
Small-Cap Cad Equities
Firm Inception
1996
Assets Under Management*
$4 B
Investment Professionals
46
Upside Capture
116.24%
Downside Capture
97.51%
Visit the FGP website to learn more.
Strategies
Global Fixed Income
Preferred Shares
Firm Inception
1980
Assets Under Management*
$4.6 B
CAD
Investment Professionals
28
Upside Capture
152.54%
Downside Capture
96.96%
Visit the Vision Capital website to learn more.
Strategy
Public Real Estate
Firm Inception
1997
Assets Under Management*
$960 M
Investment Professionals
21
Upside Capture
45%
Downside Capture
35.52%
Visit the Wealhouse website to learn more.
Strategy
Long/Short North American Equities
Firm Insception
2008
Assets Under Management*
$1.8 B
CAD
Investment Professionals
7
Upside Capture
43.57%
Downside Capture
-33.17%
Visit the Turtle Creek website to learn more.
Strategy
Mid-Cap North American Equities
Firm Inception
1998
Assets Under Management*
$5.8 B
USD
Investment Professionals
13
Upside Capture
102.37%
Downside Capture
98.35%
Visit the SAF website to learn more.
Strategy
Private Credit
Firm Inception
2014
Assets Under Management*
$2.4 B
Investment Professionals
17
Upside Capture
N/A
Downside Capture
N/A
Visit the Purpose website to learn more.
Strategy
High Interest Cash
Assets Under Management*
$9.2 B
Investment Professionals
50
Visit the Orchard website to learn more.
Strategy
Private Credit
Firm Inception
2008
Assets Under Management*
$8.2 B
USD
Investment Professionals
41
Upside Capture
39.75%
Downside Capture
-32.58%
Visit the Morgan Stanley website to learn more.
Strategy
Private Credit
Downside Capture
1935
Assets Under Management*
$1.5 T
Investment Professionals
80,006
Upside Capture
68.76%
Downside Capture
-26.75%
Visit the Carlyle website to learn more.
Strategy
Private Credit
Firm Inception
1987
Asssets Under Management*
$425 B
USD
investment Professionals
2200
Upside Capture
59.14%
Downside Capture
-37.70%
Visit the Blackrock website to learn more.
Firm Inception
1988
Assets Under Management
$9.1 T
Investment Professionals
10,000+
