Updated September 13, 2024.

Leith Wheeler
Canadian Equity Fund

Objective

The Fund seeks to provide above-average long-term investment returns by investing primarily in a diversified portfolio of common shares and other equity-related securities issued by Canadian companies. Under normal circumstances the Fund will keep its portfolio fully invested, to the greatest extent possible, in equity.

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 client capital while generating superior investment growth, regardless of economic conditions. We seek to invest in companies with stable earnings, a long-term business model, and a capable management team we can trust that can navigate variable market conditions.

Download Fund Summary Regulatory Documents

Fund Details

Risk Level

Medium
Low High

Fund Code

LWF002

Asset Class

Canadian Equity

Daily Price

$77.97360

Series

F

Quarter End Fund Size

$4.6 billion

Series Inception Date

Apr 27, 1994

Fund Inception Date

Apr 27, 1994

MER

1.14%**

RRSP/RRIF Eligible

Yes

Distribution Frequency

Quarterly

Number Of Holdings

43

Minimum Investment

  • $5,000 initial
  • $1,000 subsequent

Quarter End Yield

3.01%

Benchmark

  • S&P/TSX Composite