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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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