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IA Clarington Canadian Balanced Cl E5X

CCM4536
9.87
+0.01
+0.07%
2017-10-18
5 Years
  • Previous Close

    9.86

  • Net Assets

    1.02M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Neutral Balanced

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★
Profile

Name of Issuer

IA Clarington Investments Inc

Fund Style

Open

Fund Manager

Wendy Booker-Urban

Investment Style

Large Blend

The Fund’s objective is to achieve capital appreciation and income with a focus on preserving the value of the original capital by investing primarily in a portfolio of Canadian equity and fixed income investments suitable for a Canadian balanced mutual fund, and it may invest all or a portion of its portfolio in Securities of a Reference Fund managed by IA Clarington, or an affiliate or associate of IA Clarington.

Purchase Information

Initial Purchase 100,000
Initial Purchase: IRA 100,000
Initial Purchase: AIP 100,000

Inception

2011-07-18

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