All processing, costs and expenses associated with these series redesignations will be paid for by the Manager. Each series redesignation will take place at the respective series net asset value per unit on the effective date of the redesignation.
Moreover, the Manager also announced its plans to terminate Series D and Series M of Caldwell North American Fund and Series D of Tactical Sovereign Bond Fund effective May 31, 2021. There are currently no investors in these series. In anticipation of these upcoming series terminations, Series D and Series M of Caldwell North American Fund and Series D of Tactical Sovereign Bond Fund are now closed to new purchases.
More on Caldwell Investment Management Ltd.
Caldwell Investment Management Ltd. is a trusted provider of investment management and advisory services to Canadian, retail and institutional investors, including financial institutions, public and private pension funds, endowment funds, foundations, and private accounts.
The team is committed to growing as well as preserving your wealth. Caldwell Investment Management does this by offering a personalized, customized, and flexible plan defined by their heritage of fostering deep and enduring long-term partnerships. They originate investment vehicles with a view toward predictable results.
Additionally, their portfolio and risk management services include Caldwell Investment Management Ltd. announced that effective May 31, 2021 all issued and outstanding Series D units of Caldwell U.S. Dividend Advantage Fund and Caldwell Canadian Value Momentum Fund will be redesignated to Series F units. This is due to the anticipation of these upcoming series redesignations, Series D of Caldwell U.S. Dividend Advantage Fund and Caldwell Canadian Value Momentum Fund are now closed to new purchases. Following the redesignation, Series D of Caldwell U.S. Dividend Advantage Fund and Caldwell Canadian Value Momentum Fund will be terminated.
e discretionary investment management and asset allocation. Caldwell has experts who monitor portfolio compliance in accordance with investment mandates and regulatory requirements, and provide financial performance reporting to investors and clients. With their integrity and depth of experience, their people are Caldwell’s most valuable asset. Check this out.
(Disclaimer : We are not associated with Caldwell Investment Management)
