Investment Funds

Investment Funds

Investing with Leith Wheeler gives you access to our unique, long-term value investment approach.

Update to Leith Wheeler Investment Funds Business

We have changed the way we offer our funds. New clients now have two options: we would be pleased to open an account with one of our discretionary portfolio managers (information on that can be found here) or you can hold our funds directly through either a discount or full-service investment dealer that carries them.

View Our Suite Of Funds

Our Suite of Funds

These Funds are helping our clients realize the long-term benefits of value investing.

Featured Fund

Leith Wheeler Balanced Fund

Risk Level

Medium
Low High

Objective

The Fund seeks to provide a relatively stable, above-average long-term rate of return, through a balanced portfolio of equities and fixed income securities. We will not change the fundamental investment objectives of the Fund without the consent of unitholders (either by written consent of holders of at least 50% of the outstanding units, or by the majority vote at a meeting of unitholders).

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Featured Fund

Leith Wheeler Corporate Advantage Fund

Risk Level

Low To Medium
Low High

Objective

To provide a relatively stable source of monthly income. The Fund will invest in fixed income securities (including corporate bonds, preferred shares, high yield bonds, loans, convertible debt and guaranteed mortgages).

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Featured Fund

Leith Wheeler Canadian Dividend Fund

Risk Level

Medium
Low High

Objective

To provide investors with a source of monthly income, with some potential for long-term growth through capital appreciation and growth in dividends.

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Karey Irwin

Contact Me to Learn More

Karey Irwin, Principal, Portfolio Manager - Private Clients & Foundations

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