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iA Selection Balanced SRP 75/100 Prestige F-Class (0P0001IOD9.TO)

Toronto - Toronto Delayed Price. Currency in CAD
13.23+0.03 (+0.23%)
At close: 03:00PM EST

iA Selection Balanced SRP 75/100 Prestige F-Class

1080 Grande Allée West

PO Box 1907, Station Terminus

Management Information
Clément Gignac,Lead Manager since June 29, 2017
CLÉMENT GIGNAC, Senior Vice-President and Chief Economist, joined IA Financial Group in 2012. He is currently the lead manager of several diversified funds. He also chairs the asset allocation committee and is part of the management team supporting the IA pension fund. He has a Master’s degree in Economics from Laval University and has many years of experience in both the private and public sectors, including as Chief Strategist with National Bank Financial from 2000–2008 and as a minister in the Quebec government from 2009–2012.
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

CategoryCanadian Neutral Balanced
Fund FamilyIndustrial Alliance Insurance and Fin
Net Assets202.59M
YTD Return4.21%
Morningstar RatingN/A1
Inception DateOct 31, 2019

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover141.91%
Average for CategoryN/A

Fees & Expenses

Expense0P0001IOD9.TOCategory Average
Annual Report Expense Ratio (net)0.00%1.68%
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