Commentary

- Vertex Fund -

Third Quarter Report, 2017

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Third Quarter Commentary Live with John Thiessen, Co-Founder and Lead Portfolio Manager of the Vertex Fund and Growth Fund VRT301, VRT302, VRT400, VRT401.



PERFORMANCE (Class A returns as at September 29, 2017)

Net Asset Value

1 Month

3 Month

Year to Date

1 Year

5 Year+

10 Year+

15 Year+

Since Inception+

$64.6570 3.70% -3.70% -4.03% -1.34% 3.27% 4.37% 10.51% 13.26%

Returns are net of all fees and include reinvested distributions.

*post distribution +annualized returns

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