Investment Solutions
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Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage Fund
Clearpoint Global Dividend Fund
Clearpoint Short Term Income Fund
Accredited Investor Funds
Caldwell Growth Opportunities Trust
Investment Corporations
Urbana Corporation
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Highlights and Holdings
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Contact Us
About Caldwell
Meet Our Team
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How to Invest
Key Resources
Fund Highlight Sheets
Quarterly Portfolio Disclosures
Independent Review Committee
Fund Facts
Financial Statements & Management Reports of Fund Performance
Annual Information Form
Simplified Prospectus
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416-593-0353
1-800-256-2441
funds@caldwellinvestment.com
Investment Solutions
Mutual Funds
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage Fund
Clearpoint Global Dividend Fund
Clearpoint Short Term Income Fund
Accredited Investor Funds
Caldwell Growth Opportunities Trust
Investment Corporations
Urbana Corporation
Latest Ideas
Fund Commentaries
Highlights and Holdings
Media Appearances
News Releases
Weekly Podcasts
Contact Us
About Caldwell
Meet Our Team
Careers
How to Invest
Key Resources
Fund Highlight Sheets
Quarterly Portfolio Disclosures
Independent Review Committee
Fund Facts
Financial Statements & Management Reports of Fund Performance
Annual Information Form
Simplified Prospectus
August 2018 | Caldwell Balanced Fund Highlights
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Balanced Fund Holdings
