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Caldwell U.S. Dividend Advantage Fund
Symbol: TSX: UDA.UN    
Address: Suite 1702, 150 King Street West
P.O. Box 47
Toronto, Ontario, Canada M5H 1J9
Phone: (416) 862-7755
Fax: (416) 862-2498
Contact: Brendan Caldwell
Caldwell U.S. Dividend Advantage Fund is a closed-end investment fund. The investment objectives of the Fund are to provide holders of Units with: (i) monthly cash distributions; and (ii) the potential for capital appreciation and enhanced long-term risk adjusted returns. The Fund will invest in an actively managed portfolio comprised primarily of U.S. dividend-paying equity securities that exhibit a combination of low current volatility and high profitability and are expected by the Manager to significantly benefit from the current U.S. economic expansion. In addition, the Fund will incorporate a disciplined risk management process that is designed to tactically shift the Portfolio towards the least volatile sectors of the market and reduce equity exposure from time to time in advance of future market downturns in order to mitigate the potential for capital loss. The Fund will not have a fixed distribution but intends to pay monthly cash distributions based on, among other things, the actual and expected returns on the Portfolio.

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Financial Results
 Current Quarter
Year Ago Quarter
Revenue (000s) - -
Net Income (000s) - -
EPS - -
 Current 12 monthsYear Ago 12 months
Revenue (000s) 9,782 456
Net Income (000s) 7,465 (861)
EPS 1.51 (0.17)

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