The Vision 2035 Fund

Investing Objectives

The Vision 2035 Fund aims to achieve superior long-term capital appreciation over a 6- to 10-year horizon by investing in growth-oriented technology companies within the U.S. market. Our objectives are supported by a disciplined strategy emphasizing growth, innovation, and prudent risk management.

154%

in 5 years

From 2019-2024

NASDAQ-100

Innovative Investment Fund

We identify and invest in breakthrough and bluechip technologies to maximize returns and focus on growth, while managing risks.

Risk Management Built-In

Diversification, Position Limits, and Dynamic Rebalancing.

Portfolio Allocation

Balancing large-cap, mid-cap, and emerging tech like solar and AI in proper and risk-managed proportions.

High-Growth Sub-Sectors

Strong Asset Classes

Artificial Intelligence (AI), Cloud Computing, Cybersecurity, Financial Technology (FinTech), Green Technology and Sustainability

Equities, Private Equities, Cash Reserves

Frequently asked questions

What is the Vision 2035 Fund?

The Vision 2035 Fund is a private equity investment fund focused on the transformative potential of technology. By targeting high-growth sectors such as artificial intelligence, cloud computing, and green technology, the fund offers investors access to industry leaders and innovative startups poised for long-term success.

How does the fund ensure strong returns?

We leverage a diversified portfolio strategy, investing in a mix of established large-cap tech giants, mid-cap growth innovators, and emerging startups in disruptive technologies. This balanced approach, combined with disciplined risk management, aims to maximize returns while mitigating potential downsides.

What sets the Vision 2035 Fund apart from other investment funds?

Our fund is led by Marc-Eric LaRocque, a seasoned expert with 35 years of experience in the technology sector. Unlike other funds, we combine deep industry knowledge, active management, and a focus on long-term trends, ensuring our investors are positioned to benefit from the next wave of technological innovation.

How does the Vision 2035 Fund fit into an overall retirement investment plan?

The Vision 2035 Fund is an excellent addition to a diversified retirement portfolio, especially for investors seeking long-term growth. With its focus on high-potential technology companies and future-driven sectors, the fund complements more conservative investments like bonds or dividend-paying stocks by offering the potential for significant capital appreciation. Its 6- to 10-year investment horizon aligns well with retirement goals for those with a medium- to long-term timeline before withdrawal. By balancing innovation with prudent risk management, the fund provides a strategic opportunity to enhance retirement savings while managing exposure to some market volatility.

How can I contact you?

The initial step is obtaining the prospectus and thoroughly reviewing it. Subsequently, you will have our email address, enabling you to contact us with any inquiries you may have after reviewing the document.

Is this a high-risk investment?

Yes, it is. While technology-focused investments carry inherent risks, our strategy prioritizes diversification and proactive risk management. We limit exposure to individual securities, monitor market trends closely, and adapt dynamically to evolving opportunities, offering a balanced approach to growth and security.

Can I redeem my investment?

Yes, investors can redeem their capital at the end of any quarter, provided redemption requests are submitted at least 30 days in advance. There are no penalties for withdrawals after the initial 6-month lock-up period.

What are the expected returns for investors?

While past performance doesn’t guarantee future results, historical trends in technology investments are compelling. For example, the Nasdaq-100 Index delivered a 300% return between 2019 and 2024. Our approach seeks to outperform similar benchmarks over a 6- to 10-year investment horizon.

Why should I request the full prospectus?

The prospectus provides detailed insights into the fund’s strategy, performance metrics, risk management approach, and unique advantages. It also outlines how we are positioned to deliver superior returns in one of the most dynamic and lucrative sectors of the global economy.

What company is behind the fund?

M.E. LaRocque Investments Inc.

Who is the fund aimed at?

Accredited investors who can leave their funds invested for a minimum of six years before withdrawing them. This fund is not intended as a “get rich quick” scheme; we firmly believe that such opportunities do not exist. It is tailored for individuals approaching retirement age (generally over 50 years old) or those who are already retired but who can maintain their investment for at least six years.

Can I put my RRSP or TFSA money in the fund without taking it out?

Yes, absolutely. Each investor will have a dedicated sub-account, allowing us to register the account for you under your RRSP or TFSA. This ensures your investments remain within the registered account without needing to withdraw funds, maintaining their tax-advantaged status.

Blog

Are You Ready To Invest With Us?

Thank you for your interest in the Vision 2035 Fund. To ensure this investment aligns with your financial goals and risk tolerance, we’ve prepared a short
Investor Qualification Questionnaire.

This questionnaire will help you assess your readiness to invest in this more aggressive, sector-focused fund. We encourage you to download and complete it before making your decision.