Updated September 13, 2024.
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 client capital while generating superior investment growth, regardless of economic conditions. We seek to invest in solid companies with stable earnings, a long-term business model, and a capable management team we can trust 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; greater than 30% of their revenue from services (including transportation and refining) provided to companies involved in the extraction or sales of fossil fuels; or greater than 30% of their revenue from the sale of power produced from the consumption of fossil fuels.
Download Fund Summary Regulatory DocumentsFund Details
Risk Level
Low
High
Fund Code
LWF060
Asset Class
Canadian Equity
Daily Price
$16.02550
Series
F
Quarter End Fund Size
$88.7 million
Series Inception Date
May 25, 2018
Fund Inception Date
Sep 27, 2017
MER
1.20%
RRSP/RRIF Eligible
Yes
Distribution Frequency
Quarterly
Number Of Holdings
36
Minimum Investment
- $5,000 initial
- $1,000 subsequent
Quarter End Yield
2.72%
Benchmark
- S&P/TSX 60 Fossil Fuel Free TR Index**