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Leith Wheeler Intl Equity Plus Series B

LWF009
11.81
+0.01
+0.09%
2018-04-20
5 Years
  • Previous Close

    11.80

  • Net Assets

    5.44M

  • Yield

    1.18%

  • Front load

    None

  • Expenses

    -

  • Category

    International Equity

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Leith Wheeler Investment Counsel Ltd

Fund Style

Open

Fund Manager

Bill Fries

Investment Style

Large Value

To provide superior long term investment returns by investing in equity securities trading on international markets. There may be limited exposure to emerging and North American markets. The Fund primarily invests in a broad range of international companies and is not restricted by capitalization or industry sector, although portfolio diversification is a consideration in the selection of securities for the Fund. Under normal circumstances, the Fund will keep its portfolio fully invested, to the greatest extent possible, in equity and equity related securities.

Purchase Information

Initial Purchase 25,000
Initial Purchase: IRA 25,000
Initial Purchase: AIP NA

Inception

2007-10-31

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