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IA Clarington Focused Balanced Cl T5

CCM9923
10.75
+0.00
+0.03%
2017-10-19
5 Years
  • Previous Close

    10.75

  • Net Assets

    1.66M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Neutral Balanced

  • Morningstar Risk

    High

  • Morningstar Rating
Profile

Name of Issuer

IA Clarington Investments Inc

Fund Style

Open

Fund Manager

David Taylor

Investment Style

Medium Blend

The Fund achieves capital appreciation and moderate income by investing primarily, directly or indirectly, in a portfolio of Canadian equity and fixed income investments. With respect to the portion of the portfolio allocated to fixed income investments, the Fund may seek to obtain a return determined by reference to the performance of a Canadian bond fund that invests primarily in fixed income securities and is managed by IA Clarington or an affiliate or associate of IA Clarington. The Fund will seek to achieve its objective by (i) investing in Securities of the Reference Fund and/or (ii) investing in Canadian equity and fixed income securities similar to those held by the Reference Fund.

Purchase Information

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

Inception

2012-06-08

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