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Meritas Balanced Portfolio T

SRI706
9.63
+0.03
+0.28%
2017-10-13
5 Years
  • Previous Close

    9.60

  • Net Assets

    12.89M

  • Yield

    6.21%

  • 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 primary investment objective of the Fund is to seek capital appreciation with an equal emphasis on current income. The Fund will invest primarily in units of other Meritas Mutual Funds ("underlying funds").

Purchase Information

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

Inception

2012-04-30

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