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CAN Cdn Equity (BT) 75/100 (PS1) (0P0000W7QC.TO)

Toronto - Toronto Delayed Price. Currency in CAD
21.97+0.14 (+0.64%)
At close: 04:00PM EDT
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CAN Cdn Equity (BT) 75/100 (PS1)

Investment Division

330 University Avenue

416 597 1456
Management Information
,Lead Manager since November 26, 1998
Mr. Caulfield joined Bissett Investment Management in early 2007 as a Canadian Equity Analyst bringing with him 7 years of investment experience. In 2011, he was appointed Co-Lead Manager of the Bissett Core Equity Program, which encompasses institutional and retail portfolios including the Bissett Canadian Equity Fund. Mr. Caulfield was previously an analyst and Assistant Director of Research with Salman Partners, Inc. Mr. Caulfield earned his Bachelor of Commerce from the University of British Columbia in 1999. He received his Chartered Financial Analyst® designation in 2003.
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

CategoryN/A
Fund FamilyCanada Life Assurance Co
Net Assets24.95M
YTD Return1.75%
Yield0.00%
Morningstar Rating★★★
Inception DateMay 13, 2012

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover2.21%
Average for CategoryN/A

Fees & Expenses

Expense0P0000W7QC.TOCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%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
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