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Vertex Enhanced Income Class B

VRT700
9.47
-0.02
-0.21%
2017-10-20
5 Years
  • Previous Close

    9.49

  • Net Assets

    31.76M

  • Yield

    7.37%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Fixed-Income Balanced

  • Morningstar Risk

    High

  • Morningstar Rating
Profile

Name of Issuer

Vertex One Asset Management Inc

Fund Style

Open

Fund Manager

Matthew Wood

Investment Style

Medium Value

The fundamental investment objective of the Vertex Enhanced Income Fund is to provide preservation of capital while providing high income by investing primarily in Canadian and United States bonds and debentures. The Vertex Enhanced Income Fund’s secondary objective is to provide capital growth.

Purchase Information

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

Inception

2009-09-21

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