Documents
The following publications are available for download. Click to download a PDF.
Equity Funds
| Fund | Fund Facts | Simplified Prospectus | Audited Financial Statements | Interim Financial Statements | Annual Management Reports of Fund Performance (MRFP) | Interim Management Reports of Fund Performance (MRFP) |
|---|---|---|---|---|---|---|
| Canadian Dividend Fund | ||||||
| Canadian Equity Fund | ||||||
| Carbon Constrained Canadian Equity Fund | ||||||
| Emerging Markets Equity Fund | ||||||
| International Equity Plus Fund | ||||||
| Preferred Share Fund | ||||||
| U.S. Dividend Fund | ||||||
| U.S. Equity Fund | ||||||
| U.S. Small/Mid-Cap Equity Fund |
Fixed Income Funds
| Fund | Fund Facts | Simplified Prospectus | Audited Financial Statements | Interim Financial Statements | Annual Management Reports of Fund Performance (MRFP) | Interim Management Reports of Fund Performance (MRFP) |
|---|---|---|---|---|---|---|
| Core Bond Fund | ||||||
| Corporate Advantage Fund | ||||||
| High Yield Bond Fund | ||||||
| High Yield Bond Fund (CAD Hedged) | ||||||
| Money Market Fund | ||||||
| Multi Credit Fund | ||||||
| Short Term Income Fund |
Balanced Funds
| Fund | Fund Facts | Simplified Prospectus | Audited Financial Statements | Interim Financial Statements | Annual Management Reports of Fund Performance (MRFP) | Interim Management Reports of Fund Performance (MRFP) |
|---|---|---|---|---|---|---|
| Balanced Fund | ||||||
| Income Advantage Fund |
Fund Facts Series F
- Leith Wheeler Fund Facts U S Dividend Fund Series F
- Leith Wheeler Fund Facts Balanced Fund Series F
- Leith Wheeler Fund Facts Canadian Dividend Fund Series F
- Leith Wheeler Fund Facts Carbon Constrained Canadian Equity Fund Series F
- Leith Wheeler Fund Facts Corporate Advantage Fund Series F
- Leith Wheeler Fund Facts Emerging Markets Equity Fund Series F
- Leith Wheeler Fund Facts High Yield Bond Fund Series F
- Leith Wheeler Fund Facts High Yield Bond Fund Series F (CAD Hedged)
- Leith Wheeler Fund Facts Income Advantage Fund Series F
- Leith Wheeler Fund Facts International Equity Plus Fund Series F
- Leith Wheeler Fund Facts Multi Credit Fund Series F
- Leith Wheeler Fund Facts Preferred Share Fund Series F
- Leith Wheeler Fund Facts Short Term Income Fund Series F
- Leith Wheeler Fund Facts US Equity Fund Series F
- Leith Wheeler Fund Facts US Small Mid Cap Equity Fund Series F
Simplified Prospectus
- Leith Wheeler Mutual Funds SP May 27, 2022
- Amendment No. 1 to the LW Mutual Funds SP
- Amendment No. 2 to the LW Mutual Funds SP