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Empire Life Asset Allocation GIF L (0P00014LH8.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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11.75+0.06 (+0.50%)
At close: 3:00PM EST

Empire Life Asset Allocation GIF L

259 King Street East

Management Information
Gaelen Morphet,Lead Manager since January 31, 2010
Gaelen has worked in the Canadian investment industry for more than 25 years. She has managed money for more than 20 years for clients in both retail and institutional channels. She has managed large-cap Canadian equities and income equities for mutual funds, pension funds and high net worth private clients. Her career has progressed steadily from its beginnings as an assistant financial analyst to positions as Senior Portfolio Manager, Partner and Portfolio Manager, and Senior Vice-President. She was as First Vice-President, Canadian Equities with well-known asset management companysince 2002
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

CategoryTactical Balanced
Fund FamilyThe Empire Life Insurance Co
Net Assets854.19M
YTD Return0.11%
Morningstar Rating★★
Inception DateNov 2, 2014

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover51.62%
Average for CategoryN/A

Fees & Expenses

Expense0P00014LH8.TOCategory Average
Annual Report Expense Ratio (net)2.55%1.74%
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