Toronto - Delayed Quote CAD

LON Core Plus Bond (P) 75/75 (P) (0P0001EGVR.TO)

10.14 -0.01 (-0.08%)
At close: April 22 at 4:00 PM EDT

Fund Summary

LON Core Plus Bond (P) 75/75 (P)

255 Dufferin Avenue
519 432 5281

Fund Overview

Category --
Fund Family London Life Insurance Company
Net Assets 45.86M
YTD Return -0.94%
Yield 0.00%
Morningstar Rating
Inception Date May 14, 2012

Fund Operations

Last Dividend --
Last Cap Gain --
Holdings Turnover 0.27%
Average for Category --

Fees & Expenses

Expense 0P0001EGVR.TO Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Janet leads Laketon's fixed income investment management team. With over 17 years of industry experience, Janet has broad portfolio management expertise. Before assuming leadership of Laketon’s fixed income team, Janet headed the fixed income team at London Capital Management. With London Capital she managed both core and specialty fixed income mandates and played an important role as a member of the London Capital Management Asset Mix Committee. She is a CFA charter holder and earned her Honours Bachelor of Mathematics from the University of Waterloo.

Morningstar Style Box

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.

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