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STYLUS Wealth Protection

=
10.87
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-
2017-09-29
5 Years
  • Previous Close

    10.87

  • Net Assets

    10.87M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Neutral Balanced

  • Morningstar Risk

    Average

  • Morningstar Rating
Profile

Name of Issuer

Stylus Asset Management Inc

Fund Style

Open

Fund Manager

Richard Przybylski

Investment Style

Large Growth

The investment objective of the Wealth Protection Fund is to earn pre-tax total returns of 6% per annum averaged over a 5-year period. The fund is a combination of equities and fixed income investments. For the equity component, the Fund owns a diversified group of large cap, blue-chip, profitable Canadian companies that are undervalued based on their earnings. For the income-generating component, the Fund owns a combination of fixed-income exchange traded funds and other income-oriented funds and products.

Purchase Information

Initial Purchase 100,000
Initial Purchase: IRA 100,000
Initial Purchase: AIP 100,000

Inception

2011-07-01

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