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Portfolio Managers
John Zechner
Lead Manager
Dax Letham
Manager
The Canadian Union Partnership Fund is the first of its kind in Canada — a fund that is focused entirely on supporting Canadian unions and the companies that employ them. Created to meet the needs of union pension plans, health & welfare funds and other union investors, the Canadian Union Partnership fund provides a solid investment strategy that allows unions to invest their capital where their members work, and into the companies that hire them.
About the
Canadian Union Partnership Fund
The fund features a pro-Canadian union portfolio that invests in publicly traded corporations and governments employing Canadian unionized workers. The fund is actively managed using a proprietary screen of eligible stocks and bonds and uses rigorous fundamental analysis in determining the asset mix and security selection. The fund is a balanced portfolio with investments in many sectors and industries that have a significant presence and association with the Canadian labour movement. The fund is designed to have a large cap emphasis with lower volatility than typical equity-only portfolios.
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