YHD - Delayed Quote • CAD
EdgePoint Global Growth & Inc Port Sr A (F000002ESI.TO)
At close: June 28 at 6:07 PM EDT
Investment Information
- Min Initial Investment
- 20,000
- Min Initial Investment, IRA
- 200
- Min Initial Investment, AIP
- 200
- Min Subsequent Investment
- 1,000
- Min Subsequent Investment, IRA
- 10
- Min Subsequent Investment, AIP
- 1.5
Broker Availability
Broker Availability Information Not Available
Fund Summary
The Fund’s objective is to provide a combination of long-term capital appreciation and income generation by investing primarily in global equity and fixed-income securities.
Fund Overview
| Category | Global Equity Balanced |
| Fund Family | EdgePoint Wealth Management Inc |
| Net Assets | 7.06B |
| YTD Return | 5.74% |
| Yield | 0.23% |
| Morningstar Rating | |
| Inception Date | Nov 17, 2008 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 66 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
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