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 - 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 - 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)
Interim MRFP
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
Fair Allocation Statement
Interim Financial Statements
CWB Onyx North American Equity Fund Financial Statement - 2024 (formerly CWB Core Equity Fund)
CWB Onyx Growth Solution Financial Statement - 2024
CWB Onyx Balanced Solution Financial Statement - 2024
CWB Onyx Conservative Solution Financial Statement - 2024
CWB Onyx Canadian Equity Fund Financial Statement - 2024
CWB Onyx Diversified Income Fund Financial Statement - 2024
CWB Onyx Global Equity Fund Financial Statement - 2024
CWB McLean & Partners Diversified Fixed Income Pool Financial Statements - 2024
CWB McLean & Partners Tactical Monthly Income Pool Financial Statements - 2024
CWB McLean & Partners Global Balanced Pool Financial Statements - 2024
CWB McLean & Partners Global Equity Pool Financial Statements - 2024
CWB McLean & Partners Canadian Equity Pool Financial Statements - 2024
CWB McLean & Partners U.S. Equity Pool Financial Statements - 2024
CWB McLean & Partners International Equity Pool Financial Statements - 2024
Prosperity and Leon Frazer Pooled Funds Financial Statements - 2023
Annual Financial Statements
JOV Prosperity and Leon Frazer Pooled Funds Financial Statement - 2023 & 2024
CWB Core Equity Fund Financial Statement - 2021 & 2022
CWB Onyx Growth Solution Financial Statement - 2021 & 2022
CWB Onyx Balanced Solution Financial Statement - 2021 & 2022
CWB Onyx Conservative Solution Financial Statement - 2021 & 2022
CWB Onyx Canadian Equity Fund Financial Statement - 2021 & 2022
CWB Onyx Diversified Income Fund Financial Statement - 2021 & 2022
CWB Onyx Global Equity Fund Financial Statement - 2021 & 2022
CWB McLean & Partners Diversified Fixed Income Pool Financial Statements - 2023
CWB McLean & Partners Tactical Monthly Income Pool Financial Statements - 2023
CWB McLean & Partners Global Balanced Pool Financial Statements - 2023
CWB McLean & Partners Global Equity Pool Financial Statements - 2023
CWB McLean & Partners Canadian Equity Pool Financial Statements - 2023
CWB McLean & Partners U.S. Equity Pool Financial Statements - 2023
CWB McLean & Partners International Equity Pool Financial Statements - 2023