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iA SRI Balanced (Inhance) SRP 75/100 F-Class (0P0001IODW.TO)

Toronto - Toronto Delayed Price. Currency in CAD
17.32+0.04 (+0.21%)
At close: 03:00PM EST
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iA SRI Balanced (Inhance) SRP 75/100 F-Class

1080 Grande Allée West

PO Box 1907, Station Terminus

800-463-6236
Management Information
Andrew Simpson,Lead Manager since December 30, 2016
Andrew joined Vancity Investment Management Ltd. in 2010, with many years of analytical and portfolio management experience, both in Canada and abroad. Prior to joining Vancity, Andrew established his career as a member of the global equity team at one of Canada’s leading investment management firms. He broadened his international experience overseas as an Equity Analyst based in London, England. Andrew returned to Canada as a portfolio manager and Canadian investment committee member of a global wealth management firm. Andrew has a Bachelor’s Degree in Economics and holds the CFA designation.
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 Assets147.05M
YTD Return-12.15%
Yield0.00%
Morningstar RatingN/A1
Inception DateOct 31, 2019

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover32.63%
Average for CategoryN/A

Fees & Expenses

Expense0P0001IODW.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
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