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OceanRock Income & Growth Portfolio F

SRI342
12.61
+0.01
+0.09%
2018-09-21
5 Years
  • Previous Close

    12.60

  • Net Assets

    5.53M

  • Yield

    1.13%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Fixed-Income Balanced

  • Morningstar Risk

    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 Income & Growth Portfolio is to seek current income with some emphasis on capital appreciation. 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

2010-10-21

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