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Lincluden Balanced Series A

LML200
15.71
+0.04
+0.29%
2017-10-13
5 Years
  • Previous Close

    15.67

  • Net Assets

    981.15K

  • Yield

    0.88%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Neutral Balanced

  • Morningstar Risk

    Average

  • Morningstar Rating ★★
Profile

Name of Issuer

Lincluden Investment Management Ltd

Fund Style

Open

Fund Manager

Todd Parsons

Investment Style

Large Value

The investment objective of the Fund is to generate both capital appreciation (growth) and income, while maintaining a relatively low level of risk. To achieve its objective, the Fund invests in a diverse portfolio of stocks, government and corporate bonds, and short-term instruments such as Government of Canada treasury bills.

Purchase Information

Initial Purchase 5,000
Initial Purchase: IRA 5,000
Initial Purchase: AIP 5,000

Inception

2007-07-25

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