(As of 1/31/2018)

Leith Wheeler Income Advantage Fund Series B

(Canadian Fixed Income Balanced)



2013


FundGrade A+® Rating recipient
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Inception Return
(12/21/2010)
6.01 %
YTD Return -0.44 %
NAVPS
(2/22/2018)
$11.38
Change $0.00 / -0.02 %
Growth of $10,000 (As of January 31, 2018)
MER -
Assets ($mil) -
Rank (1Yr) 104/502
Std Dev (3Yr) 4.28 %
Volatility Ranking (3Yr) 2/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The investment objective of the Fund is 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.
Management Co.
Leith Wheeler Investment Counsel Ltd.
Managers
Leith Wheeler Investment Committee.
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of January 31, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.44 -0.11 3.79 -0.44 4.33 5.18 5.72 -   
Benchmark -1.06 -0.24 2.69 -1.06 3.13 2.07 4.25 4.84
Quartile Ranking 3 2 1 3 1 1 1 -

Calendar Return (%) 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Fund 5.53 13.37 -1.95 5.68 8.06 8.28 4.64 -      -      -     
Benchmark 4.30 6.19 0.56 9.52 2.02 4.68 5.23 9.72 12.33 -4.80
Quartile Ranking 1 1 4 4 1 1 1 - - -

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