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Mutual funds sponsored by Canoe Financial are only qualified for sale in the provinces and territories of Canada. Please read a fund's prospectus and speak to an advisor before investing.

Documents and Forms

Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Please read the fund’s prospectus or the information filed about the fund on www.sedar.com before investing. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Our communications, websites and tweets are not to be construed as a public offering to sell, or a solicitation of an offer to buy securities. Information is for review purposes only, and investors should consult their registered Investment Advisor for complete details and risk factors on specific strategies and various investment products, prior to making any investment decision. This site should not be considered an offer to sell or a solicitation to buy securities of mutual funds to any person residing in the United States of America or in any other jurisdiction in which such an offer or solicitation is unlawful. Securities of the mutual funds managed by Canoe Financial will not be sold to any person residing outside Canada unless such sales are permitted under the law of their jurisdiction. Investors should contact their financial advisors for further details.

¹The Low Load option was discontinued for new purchases on June 1, 2022. Investors that purchased securities of the Funds under the Low Load option prior to June 1, 2022 may continue to hold such securities in their accounts. Switching securities of a Fund purchased under the Low Load option to another Fund under the same purchase option, if available, continues to be permitted.

Refinitiv Lipper Fund Awards, ©2022 Refinitiv. All rights reserved. Used under license. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2, and the lowest 20% are scored 1.The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper. Lipper Leader ratings are subject to change monthly. Canoe Asset Allocation Portfolio Class Series F was awarded the 2022 Refinitiv Lipper Fund Award in the tactical balanced category for three years ending July 31, 2022, out of a classification total of 53 funds. Performance for the Fund for the period ended October 31, 2022, is as follows: 3.3% (one year), 13.2% (three years), 8.7% (five years), 8.7% (ten years) and 6.4% (since inception 02/14/2011). The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 5 (three years), 5 (five years), 5 (ten years). Canoe Equity Portfolio Class Series F was awarded the 2022 Refinitiv Lipper Fund Award in the Canadian focused equity category for three years ending July 31, 2022, out of a classification total of 65 funds. Performance for the Fund for the period ended October 31, 2022, is as follows: 8.4% (one year), 19.8% (three years), 12.1% (five years), 11.8% (ten years) and 8.6% (since inception 02/14/2011). The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 5 (three years), 5 (five years), 4 (ten years). Canoe North American Monthly Income Portfolio Class Series F was awarded the 2022 Refinitiv Lipper Fund Award in the global neutral balanced category for three years ending July 31, 2022, out of a classification total of 178 funds. Performance for the Fund for the period ended October 31, 2022, is as follows: 2.7% (one year), 9.4% (three years), 6.7% (five years), N/A (ten years) and 8.1% (since inception 12/21/2012). The corresponding Lipper Leader ratings of the Fund for the same period are as follows: N/A (one year), 5 (three years), 5 (five years), N/A (ten years).

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