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Empire Life Emblem Balanced Portfolio F

ECF8303
12.92
+0.04
+0.30%
2017-10-20
5 Years
  • Previous Close

    12.88

  • Net Assets

    2.26M

  • Yield

    0.77%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Neutral Balanced

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Empire Life Investments Inc

Fund Style

Open

Fund Manager

Gaelen Morphet

Investment Style

Large Blend

Empire Life Emblem Balanced Portfolio aims to provide a balance between a high level of income and long-term capital growth by investing primarily in a broadly diversified mix of Canadian fixed income and equity securities. We cannot change the Fund’s investment objective unless we obtain approval from a majority of the Fund’s unitholders at a meeting called for such purpose.

Purchase Information

Initial Purchase 2,500
Initial Purchase: IRA 2,500
Initial Purchase: AIP 50

Inception

2013-01-15

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