Family of Investment Funds
Mutual Fund Disclosure
Fees - Investment Funds
Performance

 

Family of Leith Wheeler Investment Funds:

Investment Management Fees:
(Minimum Account Size $25,000)

Canadian Equity Fund 1.40% /annum
U.S. Equity Fund 1.25% /annum
Balanced Fund 1.10% /annum
Fixed Income Fund 0.75% /annum
Money Market Fund 0.60% /annum
International Equity Plus Fund 1.50% /annum
Unrestricted Diversified Fund 1.10% /annum †

Sales Charges

No-loads. No purchase, transfer or redemption charges.

RRSPs, RRIFs and LIFs

RRSP's offered by Leith Wheeler at no additional charge.
Automatic purchase and withdrawal Plans also available.


† Available to "accredited" investors only. This Fund is not RSP eligible

 
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