This website uses cookies and similar technologies to collect information from you for analytics purposes and to present personalized content or ads to you (Optional Cookies). By clicking “Accept All” you consent to the use of these Optional Cookies. Click “Reject All” to decline these cookies. For more information on our use of cookies, see our CWB Online Privacy and Interest - Based Advertising | CWBank Group

  1. Home
  2. Fund Documents

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 A - North American Equity Fund (formerly CWB Core Equity 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 - Series O - North American Equity Fund (formerly CWB Core Equity Fund)
Prospectus

CWB Onyx and Core Fund - Simplified Prospectus

Amendment No.1 dated August 28, 2024

Interim MRFP
CWB Onyx Balanced Solution Interim MRFP - 2024

CWB Onyx Conservative Solution Interim MRFP - 2024

CWB Onyx Growth Solution Interim MRFP - 2024

CWB Onyx Canadian Equity Fund Interim MRFP - 2024

CWB Onyx Diversified Income Fund Interim MRFP - 2024

CWB Onyx Global Equity Fund Interim MRFP - 2024

CWB Onyx North American Equity Fund Interim MRFP - 2024 (formerly CWB Core Equity Fund)
Annual MRFP
CWB Onyx Balanced Solution MRFP - 2023

CWB Onyx Conservative Solution MRFP - 2023

CWB Onyx Growth Solution MRFP - 2023

CWB Onyx Canadian Equity Fund MRFP - 2023

CWB Onyx Diversified Income Fund MRFP - 2023

CWB Onyx Global Equity Fund MRFP - 2023

CWB Core Equity Fund MRFP - 2023
Fair Allocation Statement

Fair Allocation Statement - 2018

Interim Financial Statements (Unaudited)

CWB Onyx North American Equity Fund - 2024 (formerly CWB Core Equity Fund)

CWB Onyx Growth Solution - 2024

CWB Onyx Balanced Solution - 2024

CWB Onyx Conservative Solution - 2024

CWB Onyx Canadian Equity Fund - 2024

CWB Onyx Diversified Income Fund - 2024

CWB Onyx Global Equity Fund - 2024

Annual Financial Statements

CWB Core Equity Fund - 2022 & 2023

CWB Onyx Growth Solution - 2022 & 2023

CWB Onyx Balanced Solution - 2022 & 2023

 CWB Onyx Conservative Solution - 2022 & 2023

 CWB Onyx Canadian Equity Fund - 2022 & 2023

 CWB Onyx Diversified Income Fund - 2022 & 2023

 CWB Onyx Global Equity Fund - 2022 & 2023

Independent Review Committee Annual Report to Unitholders

2023 IRC Report to Unitholders