You are using an older browser version. Please use a supported version for the best MSN experience.

Meritas Income Portfolio Series F

SRI311
11.62
+0.03
+0.23%
2018-05-23
5 Years
  • Previous Close

    11.59

  • Net Assets

    3.08M

  • Yield

    1.02%

  • 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 10,000
Initial Purchase: IRA 10,000
Initial Purchase: AIP 50

Inception

2011-04-06

AdChoices
AdChoices
AdChoices
image beaconimage beaconimage beacon