(As of 2/28/2023)

Leith Wheeler Emerging Markets Equity Fund Ser B

(Emerging Markets Equity)
FundGrade A+® Rating recipient
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Inception Return
(5/25/2017)
4.43 %
YTD Return 3.38 %
NAVPS
(3/24/2023)
$10.14
Change ($0.01) / -0.13 %
Growth of $10,000 (As of February 28, 2023)
MER 1.65 %
Assets ($mil) -
Rank (1Yr) 4/333
Std Dev (3Yr) 18.45 %
Volatility Ranking (3Yr) 8/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
To provide superior long-term investment returns by investing in equity securities in emerging markets. We will not change the fundamental investment objectives of the Fund without the consent of unitholders (either by written consent of holders of at least 50% of the outstanding units, or by majority vote at a meeting of unitholders).
Fund Manager

Leith Wheeler Investment Counsel Ltd.

Portfolio Manager

Leith Wheeler Investment Counsel Ltd.

Sub-Advisor

Barrow, Hanley, Mewhinney & Strauss LLC

 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of February 28, 2023)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.99 4.37 8.25 3.38 2.72 8.13 2.67 -   
Benchmark -3.82 0.33 1.41 1.15 -7.58 2.22 0.19 5.24
Quartile Ranking 1 1 1 2 1 1 1 -

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund 1.54 2.12 5.16 9.21 -3.11 -      -      -      -      -     
Benchmark -12.38 0.08 11.45 15.55 -6.05 26.42 7.90 2.69 8.76 6.42
Quartile Ranking 1 1 4 4 1 - - - - -

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