0P0001EGTU.TO - LON Cdn Eqty Grth (M) 75/75 (PP)

Toronto - Toronto Delayed Price. Currency in CAD

LON Cdn Eqty Grth (M) 75/75 (PP)

255 Dufferin Avenue

519 432 5281
Management Information
,Lead Manager since September 29, 2015
Rick Weed, SVP, Investment Management, is the Head of the Mackenzie Systematic Strategies Team, focusing on systematic growth strategies. Rick started in the investment industry in 1992. He joined Mackenzie in 2015 as a consultant at a leading economic advisory firm in Cambridge, MA. Rick has experience as a hedge fund manager, and as the investment head at an ETF firm. Rick has an SM (Master’s) in Finance, Accounting and Operations from the MIT Sloan School of Management. He is a CFA charter holder.
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.
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 FamilyLondon Life Insurance Company
Net Assets59.14M
YTD Return5.56%
Morningstar Rating★★★
Inception DateOct 4, 2009

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover86.25%
Average for CategoryN/A

Fees & Expenses

Expense0P0001EGTU.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