Updated January 28, 2022.

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 Documents

Fund Details

Risk Level

Medium
Low High

Fund Code

LWF060

Asset Class

Canadian Equity

Daily Price

$14.05661

Series

F

Quarter End Fund Size

$90.2 million

Series Inception Date

May 25, 2018

Fund Inception Date

Sep 27, 2017

MER

1.03%

RRSP/RRIF Eligible

Yes

Distribution Frequency

Quarterly

Number Of Holdings

35

Minimum Investment

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

Quarter End Yield

2.06%

Reference Index

  • S&P/TSX 60 Fossil Fuel Free TR Index**