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

  Leith Wheeler's Family of Investment Funds

Leith Wheeler has created its own family of Investment Funds that allows clients to share in a portfolio of investments based on the same detailed research and analysis that goes into every portfolio we manage. Our Funds offer a record of solid performance and our fees are among the lowest in the industry. The minimum initial investment is $25,000 which can be invested in one or a combination of our funds.

Our family of Investment Funds includes:
Click on any of the funds below for a summary.

Equity
Leith Wheeler Canadian Equity Fund
Leith Wheeler U.S. Equity Fund
Leith Wheeler International Fund††
Leith Wheeler International Equity Plus Fund

Fixed Income
Leith Wheeler Money Market Fund
Leith Wheeler Fixed Income Fund
Leith Wheeler Total Return Bond Fund††

Balanced
Leith Wheeler Balanced Fund
Leith Wheeler Unrestricted Diversified Fund

†Available to "Accredited" investors only.
††Available to "Discretionary Clients" only.

Availability: The Leith Wheeler Investment Funds may be purchased by residents of British Columbia, Alberta, Saskatchewan, Manitoba and Ontario.

Services: Leith Wheeler Investment Funds is pleased to offer clients and prospective clients a personal level of service, either in person in our offices in Vancouver or over the telephone. Such services include fund selection assistance and portfolio updates.

How to purchase Leith Wheeler Investment Funds: Funds are available for purchase directly through Leith Wheeler. In addition, many discount and full service brokers offer Leith Wheeler Funds, although it is possible that some third party intermediaries may apply additional fees and/or service charges.

Contact:
Karey Irwin, Investment Funds Advisor
kareyi@leithwheeler.com

Gideon Nurick, Marketing Manager
gideonn@leithwheeler.com

 
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