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Empire Life Emblem Balanced Portfolio T8 (0P0000UZBX.TO)

Toronto - Toronto Delayed Price. Currency in CAD
6.010.00 (0.00%)
At close: 04:00PM EDT

Empire Life Emblem Balanced Portfolio T8


165 University Avenue, 9th Floor

Empire Life Investments Inc

416 350-5800
Management Information
,Lead Manager since December 31, 2019
Greg Chan joined Empire Life Investments Inc. as a Senior Investment Analyst in 2018. As a member of the Empire Life Investments Team he is responsible for providing research and support for our Canadian equity portfolios. Greg began his career in 2006 and has held progressive roles at a leading Canadian investment firm. His most recent experience as an investment analyst included covering and researching multiple sectors to support Canadian, Global and U.S. portfolios.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyEmpire Life Investments Inc
Net Assets187.22M
YTD Return2.28%
Morningstar Rating
Inception DateJan 8, 2012

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover52.00%
Average for CategoryN/A

Fees & Expenses

Expense0P0000UZBX.TOCategory Average
Annual Report Expense Ratio (net)1.95%N/A
Prospectus Net Expense Ratio1.95%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A