Caldwell Investment Management Ltd. and Caldwell Canadian Value Momentum Fund

August 3, 2017


Applicable Legislative Provisions: 

  • National Instrument 81-102 Mutual Funds, ss. 15.3(2), 15.3(4)(c), 15.6(1)(a)(i), 15.6(1)(d), 15.8(2)(a.1), 15.8(3)(a.1), 19.1.
  • National Instrument 81-101 Investment Fund Prospectus Disclosure, s. 2.1.
  • National Instrument 81-106 Mutual Fund Continuous Disclosure, ss. 4.4 and 17.1.
  • Form 81-106F1 Contents of Annual and Interim Management Report of Fund Performance, Part B, Items 3.1(7), 4.1(1), 4.1(2), 4.2(1), 4.3(1) and 4.3(2).
  • Form 81-106F1 Contents of Annual and Interim Management Report of Fund Performance, Part C, Items 3(1) and 4.
  • Form 81-101F3 Contents of Fund Facts Document, Part I, Item 5.