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London Life American Equity (BG) Fund (0P0001H0U1.TO)

Toronto - Toronto Delayed Price. Currency in CAD
14.41-0.10 (-0.70%)
As of 04:00PM EDT. Market open.

London Life American Equity (BG) Fund

255 Dufferin Avenue

519 432 5281
Management Information
,Lead Manager since September 3, 2018
Rui joined Beutel Goodman in 2013 and has over 20 years of investment experience. He is a portfolio manager and research analyst specializing in U.S. and international equities. Prior to joining Beutel Goodman, Rui spent several years as a portfolio manager at CI Investments and KBSH Capital Management. Rui is a graduate of York University and a CFA charterholder.
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 Assets346.44M
YTD Return-0.85%
Morningstar Rating★★★★
Inception DateSep 3, 2018

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover32.94%
Average for CategoryN/A

Fees & Expenses

Expense0P0001H0U1.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