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Leith Wheeler Balanced Series B

LWF036
26.44
+0.05
+0.18%
2018-09-21
5 Years
  • Previous Close

    26.39

  • Net Assets

    99.01M

  • Yield

    1.54%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Equity Balanced

  • Morningstar Risk

    Low

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Leith Wheeler Investment Counsel Ltd

Fund Style

Open

Fund Manager

Jim Gilliland

Investment Style

Large Blend

To provide a relatively stable, superior long-term rate of return, by investing in a balanced portfolio of common shares and fixed income securities. This Fund invests primarily in Canadian securities and may invest in foreign securities. The Fund invests in a broad range of companies and is not restricted by apitalization or industry sectors, although portfolio diversification is a consideration in the selection of securities for the Fund.

Purchase Information

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

Inception

1987-09-22

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