You are using an older browser version. Please use a supported version for the best MSN experience.

Leith Wheeler Corporate Advantage B

LWF021
10.08
+0.01
+0.08%
2017-10-16
5 Years
  • Previous Close

    10.07

  • Net Assets

    5.06M

  • Yield

    2.86%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Fixed-Income

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★★★
Profile

Name of Issuer

Leith Wheeler Investment Counsel Ltd

Fund Style

Open

Fund Manager

Jim Gilliland

Investment Style

-

The investment objective of the Trust is to provide a relatively stable source of monthly income. The Trust will invest in fixed income securities (including corporate bonds, preferred shares, high-yield debt, loans, convertible debt and guaranteed mortgages). The Trust primarily invests in a range of Canadian securities and may also invest in foreign securities. The Trust will also invest in a broad range of companies and is not restricted by capitalization or industry sector, although portfolio diversification is a consideration in the selection of securities of the Trust. Under normal circumstances, the Trust will keep its portfolio fully invested to the greatest extent possible.

Purchase Information

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

Inception

2014-05-29

AdChoices
AdChoices
AdChoices
image beaconimage beaconimage beacon