0P0001EGPY.TO - GWL Gbl Mthly Inc (LC) 75/75 (PP)

Toronto - Toronto Delayed Price. Currency in CAD

GWL Gbl Mthly Inc (LC) 75/75 (PP)

100 Osborne Street North

Management Information
,Lead Manager since November 13, 2016
Ron Hanson is the lead portfolio manager of the GWLIM Mid Cap Canada fund, GWLIM Ethics fund and GWLIM Science and Technology Fund. Prior to joining GWLIM in 1996, Mr Hanson spent 6 years in corporate lending with CIBC and the Great-West Life Assurance Company. Mr Hanson received a Bachelor of Commerce (Hons) degree from the University of Manitoba. He is a Chartered Financial Analyst.
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 FamilyGreat West Life Assurance Co
Net Assets2.45M
YTD Return4.29%
Morningstar Rating★★★
Inception DateJul 8, 2018

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover41.79%
Average for CategoryN/A

Fees & Expenses

Expense0P0001EGPY.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