WEALTH MANAGEMENT
About
ABOUT
At Holdun, we do things a little differently.
We have skin in the game.
We manage our family’s money alongside that of our clients and we invest our client’s money as we do our own, intelligently and responsibly.
Learn about Holdun
Holdun Funds
HOLDUN FUNDS
Investment Approach
INNOVATION & TECHNOLOGY FUND
About
Fund Overview
Performance
October 2022
September 2022
August 2022
July 2022
June 2022
May 2022
MEDICAL DETOX REAL ESTATE
About
Fund Overview
Performance
Q2 2022
Q1 2022
Q4 2021
Q3 2021
INCOME FUND
About
Fund Overview
Performance
Q2 2022
Q1 2022
Q4 2021
Q3 2021
OPPORTUNITY FUND
About
Fund Overview
Performance
Q2 2022
Q1 2022
Q4 2021
Q3 2021
BOCA TROPHY REAL ESTATE
About
Fund Overview
Discretionary Portfolios
DISCRETIONARY PORTFOLIOS
Investment Approach
US EQUITY
Performance
Q2 2022
Q1 2022
Q4 2021
Q3 2021
CANADIAN EQUITY
Performance
Q2 2022
Q1 2022
Q4 2021
Q3 2021
GLOBAL FIXED INCOME
Performance
Q2 2022
Q1 2022
Q4 2021
Q3 2021
GLOBAL EQUITY
Performance
Q2 2022
Q1 2022
Q4 2021
Q3 2021
GLOBAL BALANCED
Performance
Q2 2022
Q1 2022
Q4 2021
Q3 2021
INSIGHTS
ABOUT US
OUR HISTORY
OUR TEAM
CONTACT US
TRUST SERVICES
INVEST WITH US
HOLDUN
Global Balanced
Performance Q3 2021
© Holdun 2022
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