Advertisement
Advertisement
U.S. markets closed
Advertisement
Advertisement
Advertisement
Advertisement

IA Wealth Balanced Portfolio A (0P00017UT1.TO)

Toronto - Toronto Delayed Price. Currency in CAD
11.34+0.04 (+0.35%)
At close: 03:00PM EST
Advertisement

IA Wealth Balanced Portfolio A

522 University Avenue

Suite 700

800-530-0204
Management Information
Clément Gignac,Lead Manager since April 18, 2016
CLÉMENT GIGNAC, Senior Vice-President and Chief Economist, joined IA Financial Group in 2012. He is currently the lead manager of several diversified funds. He also chairs the asset allocation committee and is part of the management team supporting the IA pension fund. He has a Master’s degree in Economics from Laval University and has many years of experience in both the private and public sectors, including as Chief Strategist with National Bank Financial from 2000–2008 and as a minister in the Quebec government from 2009–2012.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq2.gif
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

CategoryGlobal Neutral Balanced
Fund FamilyIA Clarington Investments Inc
Net Assets177.93M
YTD Return4.69%
Yield0.27%
Morningstar Rating★★
Inception DateApr 18, 2016

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover57.48%
Average for CategoryN/A

Fees & Expenses

Expense0P00017UT1.TOCategory Average
Annual Report Expense Ratio (net)2.50%1.76%
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
Advertisement
Advertisement