Growth of $10,000

03/31/200703/08/2012
Fund Returns updated daily. Category and Index returns updated monthly.
Investment Objective and Strategy
To provide a source of monthly income with the potential for long term growth through capital appreciation and growth in dividends by investing primarily in a portfolio of common shares, convertible debentures and other equity related securities of Canadian issuers. The Fund 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 Canadian equity and equity related securities.

Category Medalists

Morningstar’s Take

Contact Information

Telephone 888-292-1122
604-683-3391
Website www.leithwheeler.com

Minimum Investments

  CAD
Initial 25,000
Additional 1,000
Closed to All Investors No
Closed to New Investors No

Sale

Country Registered For Sale
Canada
Country Available For Sale
Canada

Advisor Information

Fund Inception 21/12/2010
Name of Issuer Leith Wheeler Investment Counsel Ltd.
Fund Advisor(s) Leith Wheeler Investment Counsel Ltd.
Subadvisor(s)

Management

  Start Date
Management Team 21/12/2010