CWB Wealth Management

CWB OnyxTM Portfolio Solutions

Single asset class solutions for seasoned investors.

The CWB Onyx Portfolio Solutions leverage CWB Wealth Management’s expertise and our affiliated companies’ solid track records in discretionary portfolio management. They are the foundation to the CWB Onyx Managed Solutions, specifically designed to combine and create custom asset allocations to meet each unique investor’s profile and objectives.

Why invest in the CWB Onyx Portfolio Solutions?

  • We offer you access to experienced discretionary portfolio managers with solid track records and specialized research teams.
  • Our investment decisions are guided by a sound, consistent investment philosophy.
  • We designed single asset class funds that can be strategically combined to create custom asset allocations.
  • We negotiate mutually agreeable management fees and minimum investments with our discretionary clients.

The CWB Onyx Portfolio Solutions are available to discretionary clients directly through CWB Wealth Management. They are also available in Canadian Western Bank branches through Canadian Western Financial, a participating dealer of the CWB Onyx Portfolio Series and a CWB Wealth Management affiliate.

Choose the fund or mix of funds that’s right for you:

Fund highlights

The CWB Onyx Diversified Income Fund suits investors with a low-risk profile who want to earn interest income and potentially capital appreciation in the short to medium-term.

Objective: Income and some capital appreciation, while preserving principal and reducing volatility, by investing primarily in a diversified portfolio of fixed income securities and preferred shares.

Investments: The fund invests primarily in a diversified portfolio of fixed income securities issued or guaranteed by governments and corporations from around the world to provide investors with income and some capital appreciation, while preserving principal and reducing volatility. Convertible debentures, noninvestment grade corporate debt, emerging market bonds and preferred shares are fixed income categories that may be utilized within the overall asset mix of the fund.

Risk: Low

Our Diversified Income Fund is right for you if...
  • You have a short to medium term investment time horizon.
  • You are looking to earn interest income with potential for some capital appreciation.
  • You are willing to accept modest fluctuations in the value of your investment and low investment risk.
  • You want to diversify your portfolio by investment manager and investment style.
Prices
Fund Name NAV As of
Onyx Diversified Income Fund $10.20 July 21, 2017
Portfolio managers

Fund manager: CWB Wealth Management Ltd.

Sub-advisors: Adroit Investment Management Ltd. and McLean Partners Wealth Management Ltd.

Learn more about the expertise behind the CWB Onyx Diversified Income Fund here.

Fund highlights

The CWB Onyx Canadian Equity Fund suits investors with a medium risk profile who are looking for long-term capital appreciation.

Objective: Long‐term capital appreciation by investing primarily in a diversified portfolio of Canadian equity securities.

Investments: The fund invests primarily in a diversified portfolio of Canadian equity securities and securities of real estate investment trusts (“REITs”) and similar investment vehicles to provide investors with long‐term capital appreciation. The fund will generally invest its assets to achieve a target asset allocation of approximately 98% in equity securities and securities of REITs and similar investment vehicles and 2% in fixed income securities. The Fund will not invest in foreign securities.

Risk: Medium

Our Canadian Equity Fund is right for you if...
  • You have a long‐term investment time horizon.
  • You are looking for long‐term capital appreciation.
  • You are willing to accept volatility in the value of your investment and medium investment risk.
  • You want a low maintenance investment vehicle.
  • You wish to diversify your portfolio by investment manager and investment style.
Prices
Fund Name NAV As of
Onyx Canadian Equity Fund $12.19 July 21, 2017
Portfolio managers

Fund manager: CWB Wealth Management Ltd.

Sub-advisors: Adroit Investment Management Ltd. and McLean Partners Wealth Management Ltd.

Learn more about the expertise behind the CWB Onyx Canadian Equity Fund here.

Fund highlights

The CWB Onyx Global Equity Fund suits investors with a medium risk profile who are looking for long-term capital appreciation.

Objective: Long‐term capital appreciation by investing primarily in a diversified portfolio of United States and International equity securities.

Investments: The fund invests primarily in a diversified portfolio of United States and international equity securities, and securities of real estate investment trusts (“REITs”) and similar investment vehicles to provide investors with long‐term capital appreciation. The fund will generally invest its assets to achieve a target asset allocation of approximately 98% in equity securities and securities of REITs and similar investment vehicles and 2% in fixed income securities.

Risk: Medium

Our Global Equity Fund is right for you if...
  • You have a long‐term investment time horizon.
  • You are looking for long‐term capital appreciation.
  • You are willing to accept volatility in the value of your investment and medium investment risk.
  • You want a low maintenance investment vehicle.
  • You wish to diversify your portfolio by investment manager and investment style.
Prices
Fund Name NAV As of
Onyx Global Equity Fund $12.45 July 21, 2017
Portfolio managers

Fund manager: CWB Wealth Management Ltd.

Sub-advisors: Adroit Investment Management Ltd. and McLean Partners Wealth Management Ltd.

Learn more about the expertise behind the CWB Onyx Global Equity Fund here.

Visit our disclosures page for our full disclaimer.

Get started now

Stop by your local Canadian Western Bank branch or call today to get started. One of our mutual fund sales representatives will be pleased to help you. 

Find a branch near you