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*
* Effective August 19, 2019, the Management and Trusteeship of the Clearpoint Short Term Income Fund was transferred from Caldwell Investment Management Ltd. to Cortland Credit Group Inc.