Objectives
The portfolio's objective is to achieve a combination of a steady flow of income with the potential for capital gains. It invests primarily in a diversified mix of equity and income mutual funds managed by other mutual fund managers and by the fund's manager.
Quick Stats
| YTD Return % |
4.48 |
| MER % |
2.03 |
| Load Types |
No Sales or Redem |
| RRSP Eligibility |
Yes |
| Minimum Investment-RRSP |
5000 |
| Fund Inception Date |
Aug 30 2010 |
|
Investment Valuation
|
Stock Portfolio
|
|
Morningstar CAN Bal Glbl Con CAD
|
| P/E |
17.0 |
|
14.2 |
| Price/Book |
1.9 |
|
1.7 |
| Dividend Yield |
4.0 |
|
2.8 |
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