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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Our new portfolio manager is recommending the KKR Infrastructure Fund (“KIF”) as an alternative investment. Can you please tell me more about this private equity fund and the KKR investment company? I am a 70 year-old value investor and can't find any metrics for the fund. Do you know how the price is set for KIF? I am concerned that KKR could close the gate for redemptions at anytime.
Thanks for for comments!
Read Answer Asked by Grant on December 01, 2025
Q: I read somewhere { maybe here } of Brookfield launching a private equity fund ... The Symbol being BPE . I have a few questions ....

1} What is it and what's in it, and do you like it ?

2} I can't find the symbol in my TD Waterhouse account. Why ?

3} Do I already own it as a part of my BN shares ? And if so how much does BN own ?

Thanks for your terrific service ....
Read Answer Asked by Garth on December 01, 2025
Q: Does 5ii trust the Holdings Channel reported data it provides on respective Fund Managers whom are 13F Filers ?
Read Answer Asked by Brant on October 06, 2025
Q: David Picton is claiming the traditional 80/20 or 60/40 portfolio is history and investors should be thinking about having a 40, 30, 30 portfolio with liquid alternatives (alpha driven strategies). They suggest something that does not move in sync with bonds or stocks. What is your opinion on this and if you support this strategy what alternative investments would you suggest a novice in this area look into? Anything at Picton Mahoney? Thank you!
Read Answer Asked by Neil on June 20, 2025
Q: Hi Peter,
Banks and fund companies are pitching the sale of private assets like private equity, properties, infrastructure and private credits to retail investors, setting up funds for high net worth clients. What should retail investors watch out for when considering investing in such funds? Are there funds in this area that you will recommend for retail investors? Thanks.
Read Answer Asked by Willie on December 20, 2023
Q: Hello, with respect to David's suggestion for 5i initiating a US growth portfolio - If I remember correctly, Peter started a Long/Short USD Equity fund 1-2 years ago. With disclosure " Not a solicitation ", may be you could direct us to a place/contact, where more information could be obtained about this USD Fund offer - Eligibility, minimum, mandate, performance and fees etc.

Thank You
Read Answer Asked by rajeev on November 24, 2023
Q: Apparently there are successful fund managers that charge only a percentage of their profits and not a MER on holdings….How does one find and evaluate such folks… l
Read Answer Asked by James on November 16, 2023
Q: Hi

This is a video 5i members may find interesting and helpful concerning the market.



https://www.youtube.com/watch?v=PH21P_4NUcA





Read Answer Asked by Mike on September 28, 2023
Q: Hi, is Hedges fund safe or very risky

thanks
Jean Guy
Read Answer Asked by Jean Guy on June 28, 2023
Q: Hello,

It seems like Wealthsimple Trade is offering some new products. 3 of which are stock lending, private credit, and a few months ago a venture fund. What are your thoughts on these offerings and could you explain how they generate a return?

Thank you.
Read Answer Asked by Robert on April 05, 2023
Q: How does one determine if an alternative investment company is legit and determine the level of risk with the investment. My daughter has been looking at bequest legacy investing. They have a legacy fund that invests in commercial real estate, performing loans and energy that provides 10% cash flow and gives you your investment back after two years if you choose or you can stay invested. Are you familiar with this company?
Read Answer Asked by Pamela on March 20, 2023
Q: I am thinking of investing in the Westbridge Capital Partners Income Trust. Can you please provide your thoughts on this income trust.
Read Answer Asked by Vineet on January 17, 2023
Q: Could you comment on this fund I cannot find any information I was told they had over 37 percent return in 2021 with no management fees
I think it is a real estate fund

Paul
Read Answer Asked by Paul on January 18, 2022
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