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Back to Home » August 2017 News » Caldwell Investment Management Ltd. announces risk rating changes |
Caldwell Investment Management Ltd. announces risk rating changes |
August 09, 2017
TORONTO, ONTARIO--(Marketwired - Aug. 8, 2017) - Caldwell Investment Management Ltd. today announced changes to the investment risk ratings of the Caldwell Balanced Fund and the Clearpoint Global Dividend Fund (the "Funds") as listed in the table below and reflected in the Funds' respective 2017 annual simplified prospectuses:
Previous Risk
New Risk
Date of 2017
Name of Fund
Rating
Rating
Prospectus
Caldwell Balanced Fund
Medium
Low to
July 20, 2017
Medium
Clearpoint Global Dividend Fund
Medium
Low to
August 8, 2017
Medium
The risk rating changes of the Funds result from compliance with the Canadian Securities Administrators' updated Risk Classification Methodology (December 2016). The new risk ratings are not as a result of changes to the investment objectives, strategies or portfolio management of the Funds.
Source URL: http://www.marketwired.com/mw/release.do?id=2229420&sourceType=3
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