If you are an Industry Professional:
Please contact us by email or call 1-800-256-2441 for more information about the Caldwell funds.
If you are an Investor:
Caldwell Funds can be purchased through approved dealers across Canada, including investment advisors, brokers, financial planners and discount brokers.
If your current dealer does not offer the Caldwell product you are interested in, or you would like to learn about wealth management services please contact us by email or call 1-800-256-2441 for more information.
Fund Codes / Exchange Ticker
SERIES |
INCEPTION DATE |
FUND CODE |
SALES OPTION |
REGISTERED ELIGIBILITY |
|
|---|---|---|---|---|---|
MUTUAL FUNDS |
|||||
| Caldwell-Lazard CorePlus Infrastructure Fund | |||||
| A | June 8, 2023 | CWF900 | Front end | Yes | |
| F | June 8, 2023 | CWF901 | Fee-Based | Yes | |
| Caldwell Canadian Value Momentum Fund | |||||
| A | August 8, 2011 | CWF701 | Front end | Yes | |
| A | August 8, 2011 | CWF711 | Low Load | Yes | |
| F | March 28, 2014 | CWF702 | Fee Based | Yes | |
| Caldwell U.S. Dividend Advantage Fund | |||||
| A | November 15, 2018 | CWF088 (CAD) | Low Load | Yes | |
| A | November 15, 2018 | CWF099 (USD) | Low Load | Yes | |
| A | November 15, 2018 | CWF108 (CAD) | Front End | Yes | |
| A | November 15, 2018 | CWF109 (USD) | Front End | Yes | |
| F | June 25, 2015 | CWF118 (CAD) | Fee Based | Yes | |
| F | November 15, 2018 | CWF119 (USD) | Fee Based | Yes | |
| Caldwell North American Fund (formerly Caldwell Balanced Fund) | |||||
| A | March 1, 1990 | CWF101 | Front End | Yes (Except DPSP) | |
| A | March 1, 1990 | CWF011 | Low Load | Yes (Except DPSP) | |
| F | July 4, 2014 | CWF111 | Fee Based | Yes (Except DPSP) | |
| Tactical Sovereign Bond Fund | |||||
| A | June 27, 1997 | CWF023 | Low Load | Yes (Except DPSP) | |
| A | June 27, 1997 | CWF103 | Front End | Yes (Except DPSP) | |
| F | July 15, 2016 | CWF133 | Fee-Based | Yes (Except DPSP) | |
Want to hear something good?Sign up for updates