Meritas Balanced Portfolio

Growth of $10,000

Zoom: 3M YTD 1Y 3Y 5Y 10Y
Fund Returns updated daily. Category and Index returns updated monthly.
Investment Objective and Strategy
The primary investment objective of the Fund is to seek capital appreciation with an equal emphasis on current income. The Fund will invest primarily in units of other Meritas Mutual Funds ("underlying funds").

Morningstar’s Take

Contact Information

Telephone 866-637-4827
519-624-6767
Website www.oceanrock.ca

Minimum Investments

  CAD
Initial 500
Additional 50
Closed to All Investors No
Closed to New Investors No

Sale

Country Registered For Sale
Canada
Country Available For Sale
Canada

Advisor Information

Fund Inception 04/02/2004
Name of Issuer OceanRock Investments Inc.
Fund Advisor(s) OceanRock Investments Inc.
Subadvisor(s) GWL Investment Management Ltd.

Management

  Start Date
Manmeet Bhatia 29/06/2010