Forms & Literature
Forms and Literature
Fund Documents
Simplified Prospectus
Smead US Value Fund
- Fund Facts (all Series)
Smead Global ex-US Value Fund - Fund Facts (all Series)
Financial Reports
These are new Funds. Annual and interim financial statements and management reports of Fund performance will be posted here once available.
Portfolio Disclosure
These are a new Funds. Quarterly Portfolio Reports will be posted here within 60 days of each March and September quarter end, once available.
Governance
These are new Funds. A Proxy Voting Record will be posted here annually, covering the 12-month period ending June 30th, once available.
These are new Funds. The IRC's first Annual Report to Securityholders will be posted here once available.
Fund Documents
Simplified Prospectus
Smead US Value Fund
- Fund Facts (all Series)
Smead Global ex-US Value Fund - Fund Facts (all Series)
Financial Reports
These are new Funds. Annual and interim financial statements and management reports of Fund performance will be posted here once available.
You must have the Adobe Acrobat Reader plug-in installed to view these materials.
Click here to download Adobe Acrobat for free.
This website is for informational purposes only and does not constitute an offer to sell or a solicitation to buy securities. This website is not intended to provide investment, financial or tax advice. The Funds are available for purchase only through registered dealers and their registered representatives in Canada. Please read the Fund Facts and Simplified Prospectus before investing.
Smead Capital Management (Canada) Ltd. is registered as an Investment Fund Manager in Ontario (principal regulator), Quebec, and Newfoundland and Labrador, and as a Portfolio Manager in Ontario and Alberta.
This concentrated fund looks for a few high-quality stocks at bargain prices.
by Ryan Ermey
