All returns (for the fund, individual stocks and sectors) are in total return, Canadian dollar terms. All stock returns represent performance for the full period noted. All fund returns are in respect of Series F.
Standard performance as at October 31, 2024:
Caldwell Canadian Value Momentum Fund (Series F): 1 Year: 14.4%, 3 year: 3.1%, 5 year: 9.0, Since Inception (June 19, 2015): 8.1%.
Caldwell U.S. Dividend Advantage Fund (Series F): 1 Year: 32.4%, 3 year: 9.2%, 5 year: 11.3%, 10 year: 9.2% Since Inception (June 19, 2015): 9.5%.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.