Fund Documents

If you would like a hard copy of any of our fund documents, please reach out to us and we would be happy to mail you a copy.

Fund Facts - Series A

Fund Facts - Series A - Balanced Solution

Fund Facts - Series A - Canadian Equity Fund

Fund Facts - Series A - Conservative Solution

Fund Facts - Series A - Global Equity Fund

Fund Facts - Series A - Growth Solution

Fund Facts - Series A - Diversified Income Fund

Fund Facts - Series O

Fund Facts - Series O - Balanced Solution

Fund Facts - Series O - Canadian Equity Fund

Fund Facts - Series O - Conservative Solution

Fund Facts - Series O - Global Equity Fund

Fund Facts - Series O - Growth Solution

Fund Facts - Series O - Diversified Income Fund

Fund Facts - Core Fund

Fund Facts - Core Equity Fund

Fund Facts - Leon Frazer & Associates Fund

Fund Facts - Leon Frazer Bond Fund

Fund Facts - Leon Frazer Canadian Dividend Fund

Fund Facts - Leon Frazer US Dividend Fund

Fund Facts - Prosperity Fund

Fund Facts - Prosperity Canadian Fixed Income Fund

Fund Facts - Prosperity Canadian Equity Fund

Funds Facts - Prosperity U.S. Equity Fund

Fund Facts - Prosperity International Equity Fund

Prospectus

CWB Onyx and Core Fund - Simplified Prospectus

Annual Information Form

Annual Information Form

Interim MRFP

CWB Onyx Balanced Solution Interim MRFP - 2022

CWB Onyx Conservative Solution Interim MRFP - 2022

CWB Onyx Growth Solution Interim MRFP - 2022

CWB Onyx Canadian Equity Fund Interim MRFP - 2022

CWB Onyx Diversified Income Fund Interim MRFP - 2022

CWB Onyx Global Equity Fund Interim MRFP - 2022

CWB Core Equity Fund Interim MRFP - 2022

Annual MRFP

CWB Onyx Balanced Solution MRFP - 2021

CWB Onyx Conservative Solution MRFP - 2021

CWB Onyx Growth Solution MRFP - 2021

CWB Onyx Canadian Equity Fund MRFP - 2021

CWB Onyx Diversified Income Fund MRFP - 2021

CWB Onyx Global Equity Fund MRFP - 2021

CWB Core Equity Fund MRFP - 2021

Fair Allocation Statement

Fair Allocation Statement - 2018

Interim Financial Statements

CWB Onyx Balanced Solution Interim Financial Statements - 2022

CWB Onyx Conservative Solution Interim Financial Statements - 2022

CWB Onyx Growth Solution Interim Financial Statements - 2022

CWB Onyx Canadian Equity Fund Interim Financial Statements - 2022

CWB Onyx Diversified Income Fund Interim Financial Statements - 2022

CWB Onyx Global Equity Fund Interim Financial Statements - 2022

CWB Core Equity Fund Interim Financial Statements - 2022

Annual Financial Statements

CWB Core Equity Fund Financial Statement - 2020 & 2021

CWB Onyx Growth Solution Financial Statement - 2020 & 2021

CWB Onyx Balanced Solution Financial Statement - 2020 & 2021

CWB Onyx Conservative Solution Financial Statement - 2020 & 2021

CWB Onyx Canadian Equity Fund Financial Statement - 2020 & 2021

CWB Onyx Diversified Income Fund Financial Statement - 2020 & 2021

CWB Onyx Global Equity Fund Financial Statement - 2020 & 2021

JOV Prosperity and Leon Frazer Pooled Funds Financial Statement - 2021 & 2022

Annual Independent Review Committee Letter

2021 IRC Unitholder Letter