We value your feedback. Let us know what you think.Leith Wheeler Canadian Dividend Series B
Growth of $10,000
Fund Returns updated daily. Category and Index returns updated monthly.
Investment Objective and Strategy
"The investment objective of the Fund is to provide a source of monthly income with the potential for long
term growth through capital appreciation and growth in dividends by investing in a portfolio of Canadian
common shares, convertible debentures and other equity related securities. 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."
Morningstar’s Take
Contact Information
| Address |
400 Burrard Street Suite 1500 Vancouver, BC V6C 3A6 Canada |
| Telephone |
888 292 1122 604 683 3391 |
| Website | www.leithwheeler.com |
Minimum Investments
| CAD | |
| Initial | — |
| Additional | — |
| 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 | |
|---|---|
| Patrick Reddy | 21/12/2010 |