Updated November 16, 2018.

Leith Wheeler
Carbon Constrained Canadian Equity Fund

Objective

To provide superior long-term investment returns by investing primarily in a diversified portfolio of common shares and other equity related securities of Canadian issuers, while excluding companies with significant activity in the fossil fuel industries.

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 clients’ capital while offering superior investment growth, regardless of economic conditions. We seek to invest in solid companies run by strong management teams that can navigate variable market conditions. 

The Fund will not invest in companies which derive greater than 30% of their revenue from the extraction or sale of fossil fuels, or from royalties earned from third parties performing such activities. The Fund will not invest in companies which derive greater than 30% of their revenue from services (including transportation and refining) provided to companies involved in the extraction or sales of fossil fuels. The Fund will not invest in companies which derive greater than 30% of their revenue from the sale of power produced from the consumption of fossil fuels.

Download Fund Summary Regulatory Documents

Fund Details

Risk Level

Medium
Low High

Fund Code

LWF059

Asset Class

Canadian Equity Fund

Daily Price

$10.17723

Series

B

Quarter End Fund Size

$5.8 million

Series Inception Date

May 25, 2018

Fund Inception Date

Apr 12, 2018

MER

1.4% + applicable taxes

RRSP/RRIF Eligible

Yes

Distribution Frequency

Quarterly

Number Of Holdings

31

Minimum Investment

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

Quarter End Yield

2.63%

Reference Index

  • S&P/TSX 60 Fossil Fuel Free Carbon Efficient Select