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SunWise Elite Quotential Bal Inc 75/100 (F000002KZS.TO)

15.05 Down 0.02(0.13%) Sep 18
Prev Close:15.07
YTD Return*:5.00%
Net Assets*:N/A
Yield*:N/A

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in CAD.

Headlines

  • No Headlines available for F000002KZS.TO at this time.

Top Holdings

Symbol% AssetsYTD Return %
Quotential Bal Income Port99.93N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:NaN
Category:Global Neutral Balanced
Annual Report Expense Ratio (net):3.22%

Performance & Risk

YTD Return:5.00%
5y Avg Return:5.59%
Rank in Category (ytd):92
% Rank in Category (ytd):9.94%
Beta (3y):0.71
Morningstar Risk Rating:1

Fund Summary

To provide a balance between income and capital growth at lower than average levels of volatility by obtaining exposure primarily to equity, equity related and fixed income securities of issuers located anywhere in the world. View More
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