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Meritas Growth and Income Portfolio F

SRI308
15.68
+0.02
+0.13%
2018-09-18
5 Years
  • Previous Close

    15.66

  • Net Assets

    27.71M

  • Yield

    0.71%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Neutral Balanced

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★★★
Profile

Name of Issuer

OceanRock Investments Inc.

Fund Style

Open

Fund Manager

Manmeet Bhatia

Investment Style

Large Blend

The fundamental investment objective of the Meritas Growth & Income Portfolio is to seek capital appreciation with some emphasis on current income. The Fund will invest primarily in units of other Meritas SRI funds (“underlying funds”).

Purchase Information

Initial Purchase 500
Initial Purchase: IRA 500
Initial Purchase: AIP 50

Inception

2010-04-12

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