May 28, 2018
Leith Wheeler Launches Three New Funds
We are excited to announce we have added three new funds to our direct (B-series) and third party-advised (F-series) platforms:
Leith Wheeler Short Term Income Fund (Series B, F): A good alternative to a savings account, the Short Term Income Fund aims to generate income for investors while preserving capital. As a Leith Wheeler fund, it can also serve as an excellent repository for cash within your investment strategy. This Fund invests primarily in cash, short term notes, banker’s acceptances, treasury bills, corporate paper, and other similar investments.
Leith
Wheeler Preferred Share Fund (Series B, F): We have long incorporated
preferred shares into our investment solutions, including them as a key part of the
Corporate Advantage and Income Advantage Funds. Now clients can access
this asset class directly by purchasing units of the standalone
fund.
Leith
Wheeler Carbon Constrained Canadian Equity
Fund (Series B,F): We evaluate
company performance on Environmental, Social, and Governance (ESG) factors
as an integral part of our investment process. In this fund, we focus
specifically on carbon footprint by screening out companies that earn more
than 30% of their income from the extraction or sale of fossil fuels, or from
the servicing of or sale of power generated by the fossil fuel
industry.
To learn more, please reach out to your portfolio manager or contact us at 1.888.292.1122.
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