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Co-operators équilibré Mawer N7575NL (0P00018L29.TO)

Toronto - Toronto Delayed Price. Currency in CAD
149.01+0.01 (+0.00%)
At close: 03:00PM EST

Co-operators équilibré Mawer N7575NL

1920 College Avenue

306 347 6200
Management Information
,Lead Manager since October 31, 2012
Greg Peterson is a Director and Investment Counsellor at Mawer Investment Management Ltd., which he joined in 2002. He is the manager of the Mawer Balanced Fund and the Mawer Global Balanced Fund. In addition, he leads the asset allocation team for the firm and is responsible for client portfolio management. Mr. Peterson earned a Bachelor of Commerce degree, majoring in Finance, from the University of Alberta and is a Chartered Financial Analyst charterholder. Greg is a member of the CFA Institute and the CFA Society Calgary.
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 FamilyCo-operators Life Insurance Company
Net Assets135.93M
YTD Return0.12%
Morningstar Rating★★★
Inception DateOct 31, 2012

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover2.90%
Average for CategoryN/A

Fees & Expenses

Expense0P00018L29.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