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OceanRock Balanced Portfolio F

SRI344
13.75
+0.02
+0.14%
2018-09-21
5 Years
  • Previous Close

    13.73

  • Net Assets

    731.60K

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Neutral Balanced

  • Morningstar Risk

    Below 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 OceanRock Balanced Portfolio is to seek capital appreciation with an equal emphasis on current income. The Fund will invest primarily in units of other OceanRock Mutual Funds and Meritas SRI Funds (the “underlying funds”).

Purchase Information

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

Inception

2010-10-18

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