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Portland Canadian Balanced Series F

PLI002
15.78
+0.04
+0.23%
2018-09-18
5 Years
  • Previous Close

    15.75

  • Net Assets

    5.80M

  • Yield

    0.96%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Equity Balanced

  • Morningstar Risk

    High

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Portland Investment Counsel Inc

Fund Style

Open

Fund Manager

James Cole

Investment Style

Large Value

The Fund’s objective is to provide positive long-term total returns, consisting of both income and capital gains by investing primarily in a portfolio of fixed income securities and Canadian equity securities.

Purchase Information

Initial Purchase 250
Initial Purchase: IRA 250
Initial Purchase: AIP 50

Inception

2012-10-31

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