Leith Wheeler Corporate Advantage Fund Series FRegister to Unlock Ratings |
Performance History | 31-03-2024 |
Growth of 1,000 (CAD) | Advanced Graph |
Fund | 7.4 | 2.1 | -8.5 | 7.9 | 2.0 | |
+/-Cat | -0.3 | 3.0 | 0.9 | 0.3 | 1.6 | |
+/-Idx | -1.4 | 3.5 | 1.6 | -0.6 | 2.2 | |
Category: Canadian Corporate Fixed Income | ||||||
Benchmarks: Morningstar Can Corp Bd GR CAD |
Key Stats | ||
NAV 24-04-2024 | CAD 9.24 | |
Day Change | -0.05% | |
Morningstar Category™ | Canadian Corporate Fixed Income | |
ISIN | - | |
Fund Size (Mil) 31-05-2023 | CAD 170.47 | |
Share Class Size (Mil) 24-04-2024 | CAD 20.85 | |
Max Initial Charge | - | |
Ongoing Charge - | -% |
Investment Objective: Leith Wheeler Corporate Advantage Fund Series F |
The fund seeks to provide a relatively stable source of monthly income. The Fund will invest in fixed income securities (including corporate bonds, preferred shares, high-yield debt, loans, convertible debt and guaranteed mortgages). The Fund primarily invests in a 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 29-05-2014 | ||
Ryan Goulding 01-03-2016 | ||
Click here to see others | ||
Inception Date 10-09-2015 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
50% FTSE Canada Mid Corporate TR CAD , 50% FTSE Canada Short Corporate TR CAD | Morningstar Can Corp Bd GR CAD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Leith Wheeler Corporate Advantage Fund Series F | 31-03-2024 |
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