Grandeur Peak Global Trust’s Global Stalwarts Fund sets a $1,000 minimum initial Investment for both share classes, or $100 for specified education and custodial accounts. Investors also see projected costs of $137 for Investor Shares and $112 for Institutional Shares after one year under the fund’s example.

Key Highlights

  • Ten-year example costs reach $1,699 for Investor Shares and $1,408 for Institutional Shares.
  • The minimum initial investment is $1,000 for both Investor and Institutional Shares.
  • Under the fund’s example, projected 10-year costs are $1,699 for Investor Shares and $1,408 for Institutional Shares, assuming a $10,000 investment and a 5% annual return.

Grandeur Peak Global Trust’s Global Stalwarts Fund sets a $1,000 minimum initial investment for both share classes, while certain UGMA/UTMA and Coverdell accounts can open with $100.

Global Stalwarts Fund Costs and Portfolio Structure

A hypothetical $10,000 investment earning 5% annually would incur projected costs of $137 for Investor Shares and $112 for Institutional Shares after one year. The same example shows Investor Share costs of $436, $766 and $1,699 over three, five and 10 years, compared with $357, $630 and $1,408 for Institutional Shares. Grandeur Peak Global Advisors, LLC advises the fund, with Randy Pearce and Brad Barth as lead portfolio managers and Phil Naylor and Robert Gardiner as guardian portfolio managers.

Share Access and Expense Terms

The stated cost example shows lower projected expenses for Institutional Shares across each listed holding period. Purchases, exchanges and redemptions are available on days when the New York Stock Exchange is open through intermediaries, retirement platforms, the fund’s website, telephone or regular mail. An expense agreement allows certain deferred fees and expenses to be recaptured within three years, and it cannot be terminated or modified before September 1, 2027, except with Board approval.