We’ve designed a suite of our own no-load investment funds, making the renowned advice of our Portfolio Managers and in-house analysts accessible to clients not yet ready to place a discretionary or segregated portfolio.
Those who engage us directly enjoy fees among the lowest in the industry and a solid record of performance. Accounts of $25,000 or more can be opened directly with Leith Wheeler.
Individuals may also invest in these funds through a third party such as a discount broker. The minimum initial investment is $5,000.
Canadian Equity Fund
Canadian Dividend Fund
US Equity Fund
International Equity Plus Fund
International Funds are managed through strategic alliances with Barrow, Hanley, Mewhinney & Strauss, Sprucegrove Investment Management and Edinburgh Partners. (learn more...).
Money Market Fund
Core Bond Fund***
Core Active Bond Fund**
Corporate Advantage Fund
High Yield Bond Fund
High Yield Bond Fund (CAD Hedged)
Income Advantage Fund
Unrestricted Diversified Fund*
* Available to discretionary clients only
** Formerly named Leith Wheeler Total Return Bond Pooled Fund
*** Formerly named Leith Wheeler Fixed Income Fund
The only fees charged by Leith Wheeler are the management fees plus GST (which makes the Management Expense Ratio) as outlined in the table below. Additional fees may apply if funds are purchased through a third party dealer or broker.
No-loads. No purchase, transfer or redemption charges.
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 us to learn more about our Investment Funds services.
Karey Irwin, CFP
Vice President, Investment Funds
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© 2017 Leith Wheeler Investment Counsel Ltd. All Rights Reserved.
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