Caldwell Balanced Fund
Fund Profile
Date of Formation: Sep 25 1990 Auditor: Deloitte & Touche LLP
Sales Compensation: Front end or deferred load charge (Principal) Custodian: Royal Trust Company
Investment Fund Type: Dividend and Income (Principal) Distributor: Caldwell Securities Ltd.
Eligible for RRSP: Yes Investment Portfolio Manager: Caldwell Investment Management Ltd.
Financial Year-End: Dec 31 Trustee: N/A
Reporting Jurisdictions: British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, New Brunswick, Nova Scotia, Prince Edward Island, Newfoundland, North West Territories, Yukon, Nunavut

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