Investment Strategies

Global solutions for global thinkers.

Diversified Fixed Income

  • Fixed income strategy with emphasis on low capital risk
  • Invests in government bonds, corporate debt securities, and preferred shares
  • Quarterly distribution (primarily interest and dividends)
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Tactical Monthly Income

  • Income-focused strategy
  • Invests in dividend paying global equities
  • Invests in a broad range of fixed income asset classes
  • Available in USD and CAD
  • Monthly distribution (interest, dividends, and capital gains)
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Global Balanced

  • Asset allocation through the ownership of underlying CWB M&P investment pools
  • Diversified global equity and fixed income investments
  • Quarterly distribution (interest, dividends, and capital gains)
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Global Equity

  • Global Equity mandate with an efficient “pool of pools” approach
  • Targeted exposure to our U.S., International, and Canadian Equity Pools
  • Optimal all-in-one solution with higher exposure to U.S. and International Equities
  • Available in USD and CAD
  • Quarterly distribution (dividends and capital gains)
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Canadian Equity

  • Actively managed portfolio of Canadian equities, focused on up to 45 holdings
  • Ability to invest in full market cap spectrum within Canada
  • Quarterly distribution (dividends and capital gains)
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U.S. Equity

  • Actively managed portfolio of U.S. equities, focused on up to 55 holdings
  • Tax efficient approach to holding U.S. equities
  • Ability to invest in full market cap spectrum within U.S.
  • Available in USD and CAD
  • Quarterly distribution (dividends and capital gains)
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International Equity

  • Actively managed portfolio of equities outside North America, focused on up to 60 holdings
  • Exposure to emerging markets
  • Ability to invest in full market cap spectrum outside North America
  • Available in USD and CAD
  • Annual distribution (dividends and capital gains)
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Performance Summary

  • Annualized performance
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Custom Segregated Holdings

  • Direct ownership of stocks, bonds, and preferred shares
  • Ability to transfer positions “in kind”

CWB Onyx Mutual Funds

  • Subadvisors of Onyx Mutual Funds
  • Available to investors under $1M through CWB branches
  • Visit www.cwbwealth.com to learn more