Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

Nicola Wealth Management Launches Global Bond Fund


NWM introduces eighth fund to improve clients’ asset allocation

Vancouver, B.C. – June 29, 2010 – Nicola Wealth Management (NWM) is pleased to announce the launch of its NWM Global Bond Fund. Immediately launched with $20.8-million in assets, the Fund’s strategy focuses on generating a high level of income and some capital appreciation by investing primarily in fixed-income securities and preferred shares issued around the world.

NWM’s new offering is the latest in a series of funds designed to increase trading efficiency, lower product and administration costs, and, in several cases, include products not normally available to the retail investor.

“Nicola Wealth Management portfolios use a broad asset allocation that extends beyond traditional asset classes,” says NWM president, David Sung. “The new NWM Global Bond Fund, in concert with our other funds and limited partnerships, allows us to improve our efficiency while ensuring our clients stay well diversified.”

NWM’s other Funds include:

NWM Global Equity Fund
NWM High Yield Bond Fund
NWM Real Estate Fund
NWM Primary Mortgage Fund
NWM Balanced Mortgage Fund
NWM Preferred Share Fund
NWM Strategic Income Fund

About Nicola Wealth Management:

Nicola Wealth Management is a premier financial planning and wealth management firm serving the needs of High Net Worth individuals and their families. Managing over $1-billion in assets, with clients across Canada and its head office in Vancouver, Nicola Wealth Management offers executives, business owners and incorporated individuals a comprehensive approach that emphasizes efficient tax structuring and that is grounded in a holistic and integrated wealth planning process.

For more information:

Lawrence Chew
Marketing Communications
Nicola Wealth Management
604.739.6480 x6480
[email protected]