Updated December 10, 2018.

Leith Wheeler
Canadian Equity Fund

Objective

To provide superior long-term investment returns by investing in a diversified portfolio of Canadian common shares, convertible debentures and other equity related securities. Under normal circumstances the Fund will keep its portfolio fully invested, to the greatest extent possible, in equity and equity related securities.

Investment Style

We utilize a value approach to stock selection, applying bottom-up, fundamental analysis to all investment decisions. Our investment goal is to protect our client’s capital while offering superior investment growth, regardless of economic conditions. We seek to invest in companies with stable earnings with a long-term business
model and management team that we have a high level of comfort in.

As value investors, we tend to include companies in the portfolio when they are “out of favour” by the market and have declined in price. Companies can become undervalued when there is a lack of investor awareness, when an entire industry is out of favour with investors, or when a company experiences a short-term difficulty which, following careful analysis, we believe can be overcome. By purchasing these companies after a price decline, we find we are able to control risk in the portfolio as these investments often have less downside risk while offering a decent potential return.

Download Fund Summary Regulatory Documents

Fund Details

Risk Level

Medium
Low High

Fund Code

LWF002

Asset Class

Canadian Equity Fund

Daily Price

$44.13748

Series

B

Quarter End Fund Size

$2.9 billion

Series Inception Date

Apr 27, 1994

Fund Inception Date

Apr 27, 1994

MER

1.49%

RRSP/RRIF Eligible

Yes

Distribution Frequency

Quarterly

Number Of Holdings

38

Minimum Investment

  • $25,000 directly through Leith Wheeler
  • $5,000 through other registered dealers

Quarter End Yield

2.58%

Reference Index

  • S&P/TSX Composite