TORONTO, ONTARIO–(Marketwired – Aug. 8, 2017) – Caldwell Investment Management Ltd. today announced changes to the investment risk ratings of the Caldwell Balanced Fund and the Clearpoint Global Dividend Fund (the “Funds”) as listed in the table below and reflected in the Funds’ respective 2017 annual simplified prospectuses:

Previous Risk New Risk Date of 2017
Name of Fund Rating Rating Prospectus
Caldwell Balanced Fund Medium Low to July 20, 2017
Clearpoint Global Dividend Fund Medium Low to August 8, 2017

The risk rating changes of the Funds result from compliance with the Canadian Securities Administrators’ updated Risk Classification Methodology (December 2016). The new risk ratings are not as a result of changes to the investment objectives, strategies or portfolio management of the Funds.

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