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Portfolio Managers
John Zechner - JZechner

John Zechner

Lead Manager

Dax Letham - JZechner

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.

Performance

Value Added Monthly Index

JZechner Canadian Union Partnership Fund