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STYLUS Value with Income

=
19.69
-
-
2017-09-29
5 Years
  • Previous Close

    19.69

  • Net Assets

    51.90M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Dividend and Income Equity

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★★★
Profile

Name of Issuer

Stylus Asset Management Inc

Fund Style

Open

Fund Manager

Richard Przybylski

Investment Style

Medium Value

The investment objective of the Value Fund is to earn pre-tax total returns of 9% per annum averaged over a 5-year period. The Value Fund owns companies with low price to earnings ratios and low price to book ratios coupled with high returns on equity and dividend yields typically in excess of 1%. This Fund invests primarily in Canadian equities.

Purchase Information

Initial Purchase 100,000
Initial Purchase: IRA 100,000
Initial Purchase: AIP NA

Inception

2001-12-31

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