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Allegro Balanced Portfolio U NL

IGI1343
11.90
+0.07
+0.57%
2017-10-20
5 Years
  • Previous Close

    11.84

  • Net Assets

    220.10M

  • Yield

    2.22%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Neutral Balanced

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Investors Group Inc

Fund Style

Open

Fund Manager

Les Grober

Investment Style

Large Blend

The Portfolio aims to provide long-term capital growth, with a secondary focus on modest income. It strives to achieve this by investing in Underlying Funds that maintain investments across several asset classes. The Portfolio invests primarily in Underlying Funds that invest in Canadian, U.S. and international equity markets. The Portfolio also has moderate exposure to fixed income markets through investment in Underlying Funds that invest in Canadian fixed income securities.

Purchase Information

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

Inception

2013-07-12

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