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Davis-Rea Ltd. Announces Risk Rating Change


Davis-Rea Ltd. Announces Risk Rating Change

Canada NewsWire

TORONTO, Aug. 28, 2018 /CNW/ - Davis-Rea Ltd. (Davis-Rea), the manager of the Davis-Rea Mutual Funds (the Funds), today announced changes to the risk ratings of its three publicly offered mutual funds effective August 27, 2018.  These changes are the result of complying with the Canadian Securities Administrators' updated risk classification methodology.

These changes will be reflected in the renewal of the Funds' simplified prospectus and fund facts that will each be dated on or about August 27, 2018.  There are no changes to the investment objectives or strategies of the Funds associated with these new risk ratings.

Fund Name

Former Rating

New Rating

Davis-Rea Balanced Fund


Low - Medium

Davis-Rea Equity Fund

Medium - High


Davis-Rea Fixed Income Fund

Low - Medium



About Davis-Rea

Davis-Rea is an Ontario corporation formed by amalgamation on April 1, 1997 and its primary business activity is management of the Funds and providing investment advice to other clients.

Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the prospectus of the mutual fund before investing.  Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

SOURCE Davis-Rea Ltd.

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