Webb Asset Management's Mission

Webb Asset Management is an independent employee owned firm. WAM offers investment products that are focused on the ultimate benefit of the client. The company's primary objectives are as follows:

1) Unique investment products that are based on rigorous quantitative studies.

2) Full monthly disclosure of 100% of our investment positions.

3) Consistent and candid communications with our clients

Asset Management Mountains
  Webb Enhanced Income Fund Webb Enhanced Growth Fund  
FundSERV Codes WAM 102 - A Class
WAM 202 - F Class
WAM 101 - A Class
WAM 201 - F Class
 
Advisor Fee Trailer 1% on A Class
0% on F Class
1% on A Class
0% on F Class
 
Asset Class Canadian High Income North American Growth  
Risk Tolerance Moderate Moderate to High  
Distribution Objective Monthly as Return of Capital Annually (if any)  
Geographic Exposure Canadian-centric North America including ADR’s  
Portfolio Manager Derek Webb, CFA, MBA Derek Webb, CFA, MBA  
Inception Date January 2008 January 2008  
Minimum Initial Investment $2,000 $2,000  
Subsequent Investment $1,000 $1,000  
Management Fee


Performance Fee
2% on A Class
1% on F Class

20% only when the NAV is at an
all time high vs. the Benchmark
2% on A Class
1% on F Class

20% only when the NAV is at an
all time high vs. the Benchmark
 
Benchmark 40% S&P/TSX Preferred Share
40% MSCI World High Dividend Yield
20% S&P/TSX Composite Bond
60% S&P/TSX Composite Total Return Index
20% Russell 3000 Total Return Index
20% MSCI EAFE Gross Total Return Index
 
RSP Eligible Yes Yes  

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Enhanced Income Fund

Enhanced Growth Fund