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Portland Global Banks A

PTL512
11.43
+0.08
+0.67%
2017-10-16
5 Years
  • Previous Close

    11.36

  • Net Assets

    507.23K

  • Yield

    4.75%

  • Front load

    None

  • Expenses

    -

  • Category

    Financial Services Equity

  • Morningstar Risk

    Above Average

  • Morningstar Rating
Profile

Name of Issuer

Portland Investment Counsel Inc

Fund Style

Open

Fund Manager

Chris Wain-Lowe

Investment Style

Large Value

The Fund’s objective is to provide positive long-term total returns by investing primarily in a portfolio of global bank equities.

Purchase Information

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

Inception

2013-12-13

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