Leith Wheeler Income Advantage Fund Series FRegister to Unlock Ratings |
Performance History | 31-03-2024 |
Growth of 1,000 (CAD) | Advanced Graph |
Fund | 4.9 | 10.9 | -6.9 | 9.2 | 3.0 | |
+/-Cat | -1.5 | 6.4 | 2.6 | 1.6 | 1.0 | |
+/-Idx | -3.4 | 8.3 | 3.2 | 0.9 | 1.7 | |
Category: Canadian Fixed Income Balanced | ||||||
Benchmarks: Morningstar Can FI Tgt Allo... |
Key Stats | ||
NAV 18-04-2024 | CAD 10.90 | |
Day Change | -0.03% | |
Morningstar Category™ | Canadian Fixed Income Balanced | |
ISIN | - | |
Fund Size (Mil) 29-09-2023 | CAD 55.39 | |
Share Class Size (Mil) 18-04-2024 | CAD 10.33 | |
Max Initial Charge | - | |
Ongoing Charge - | -% |
Investment Objective: Leith Wheeler Income Advantage Fund Series F |
The fund seeks to provide a relatively stable source of tax efficient monthly income, with some potential for long term growth through capital appreciation and growth in dividends. The Fund will invest in fixed income securities, preferred shares, mortgages and dividend paying equity securities. The Fund primarily invests in a broad range of Canadian securities and may also invest in foreign securities. The Fund will also invest in broad range of companies and is not restricted by capitalization or industry sector, although portfolio diversification is a consideration in the selection of securities of the Fund. Under normal circumstances, the Fund will keep its portfolio fully invested to the greatest extent possible. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Jim Gilliland 31-12-2010 | ||
Ryan Goulding 01-03-2016 | ||
Click here to see others | ||
Inception Date 10-09-2015 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
35% S&P/TSX Composite Dividend TR , 32.5% FTSE Canada Mid Corporate TR CAD , 32.5% FTSE Canada Short Corporate TR CAD | Morningstar Can FI Tgt Alloc NR CAD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Leith Wheeler Income Advantage Fund Series F | 31-03-2024 |
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