Library
Please find below several documents relating to the Lakeview family of funds. If you would like to order hard copies of these materials, please contact us at info@lakeviewfunds.com or 1-800-205-8175.
Weekly Holdings as of July 27, 2010
Marketing Materials
- Lakeview Sell sheet (ENG | FRE)
- Lakeview Funds at a Glance (ENG | FRE)
- Lakeview Summary (ENG | FRE)
Prospectuses
Lakeview Disciplined Leadership Funds
- 2009 Simplified Prospectus - Part A & Part B (ENG | FRE) - Jul 18, 2009
Annual Information Form
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Lakeview Disciplined Leadership Funds
- 2007 Annual Information Form (ENG | FRE) - Jul 20, 2007
Annual Financial Statements
- Lakeview Annual Financial Statement (ENG | FRE) - Mar 31, 2010
Semi-Annual Financial Statements
- 2007 Financial Statements (ENG | FRE) - Jun 30, 2007
- Lakeview Disciplined Leadership Funds (ENG | FRE) - Dec 31, 2006
Annual Management Report of Fund Performance
- Lakeview Disciplined Leadership Funds Canadian Equity (ENG | FRE) - June 30, 2008
- Lakeview Disciplined Leadership Funds U.S. Equity (ENG | FRE) - June 30, 2008
- Lakeview Disciplined Leadership Funds High Income (ENG | FRE) - June 30, 2008
Semi-Annual Management Report of Fund Performance
- Lakeview Disciplined Leadership Canadian Equity Fund (ENG | FRE) - Mar 31, 2010
- Lakeview DisciplinedLeadership U.S. Equity Fund (ENG | FRE) - Mar 31, 2010
- Lakeview Disciplined Leadership High Income Fund (ENG | FRE) - Mar 31, 2010
Quarterly Portfolio Disclosure
- Lakeview Disciplined Leadership Canadian Equity Fund (ENG | FRE) - Mar 31, 2010
- Lakeview Disciplined Leadership U.S. Equity Fund (ENG | FRE) - Mar 31, 2010
- Lakeview Disciplined Leadership High Income Fund (ENG | FRE) - Mar 31, 2010
ProxyVoting Records
- Disciplined Leadership Funds Canadian Equity (period July 1, 2005 to June 30, 2006)
- Disciplined Leadership Funds US Equity (period July 1, 2005 to June 30, 2006)
- Disciplined Leadership Funds High Income (period July 1,2005 to June 30, 2006)
Distributions
- 2009 Annual Distribution Estimates - Nov. 20, 2009