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Leith Wheeler Corporate Advantage B

LWF021
9.86
0.00
-0.01%
2018-09-21
5 Years
  • Previous Close

    9.86

  • Net Assets

    8.65M

  • Yield

    3.01%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Corporate 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

-

To provide a relatively stable source of monthly income. The Fund will invest in fixed income securities (including corporate bonds, preferred shares, high-yield debt, loans, convertible debt and guaranteed mortgages). The Fund primarily invests in a range of Canadian securities and may also invest in foreign securities. The Fund will also invest in 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 Fund. Under normal circumstances, the Fund 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

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