Leith Wheeler Intl Equity Plus Series B
LWF009
▲
11.81
+0.01
+0.09%
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