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Meritas Income Portfolio Series A

SRI011
11.54
-0.01
-0.06%
2018-05-22
5 Years
  • Previous Close

    11.54

  • Net Assets

    49.42M

  • Yield

    0.33%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Fixed-Income 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 Meritas Income Portfolio is to seek current income with a small emphasis on capital appreciation. The Fund will invest primarily in units of other Meritas Mutual Funds and Meritas SRI Funds (the “underlying funds”).

Purchase Information

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

Inception

2011-04-06

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