0P0001EGWA.TO - LON Diversified (LC) 75/100 (P)

Toronto - Toronto Delayed Price. Currency in CAD

LON Diversified (LC) 75/100 (P)

255 Dufferin Avenue

519 432 5281
Management Information
,Lead Manager since December 31, 2020
Todd supports multi-asset and currency solutions by building investment models and assessing the implications of macroeconomic conditions. After serving as Mackenzie’s Chief Strategist and Economist from 2014 to 2018, Todd joined the Investment Management Corporation of Ontario, where he served as VP, Portfolio Construction, Chief Strategist and Chief Economist. Todd currently serves as Vice-Chair of the Investment Committee and Pension Committee of Queen’s University. Todd holds a PhD in Economics from Queen’s University and an MA in Economics from the University of British Columbia.
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 FamilyLondon Life Insurance Company
Net Assets553.28M
YTD Return2.33%
Morningstar Rating★★★
Inception DateMay 13, 2012

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover32.14%
Average for CategoryN/A

Fees & Expenses

Expense0P0001EGWA.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