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Funds
Media
- Media Appearances
- News Releases
Regulatory
Tell Me Something Good
- Blog
- Podcasts
About
- About Caldwell
- Meet Our Team
Contact Us
Careers

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Highlights and Commentaries

Monthly Highlights
Fund Commentaries

Latest Commentaries

August 2019 | Caldwell Canadian Value Momentum Fund Commentary
Q2 2019 | Caldwell U.S. Dividend Advantage Fund Commentary
Q2 2019 | Caldwell Balanced Fund Commentary

Funds

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

Regulatory

Fund Facts
Simplified Prospectus
Financial Statements & Management Reports of Fund Performance
Quarterly Portfolio Disclosures
Independent Review Committee
Annual Information Form

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Suite 1702, P.O. Box 47,
Toronto, ON M5H 1J9
Phone: 416-593-0353
Phone: 1-800-256-2441
funds@caldwellinvestment.com

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