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Quadrus Conservative Folio L

MAX3070
11.24
+0.00
+0.04%
2018-09-21
5 Years
  • Previous Close

    11.23

  • Net Assets

    48.44M

  • Yield

    1.24%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Fixed-Income Balanced

  • Morningstar Risk

    Average

  • Morningstar Rating ★★
Profile

Name of Issuer

Quadrus Investment Services Ltd

Fund Style

Open

Fund Manager

Andrea Hallett

Investment Style

Large Blend

The Fund seeks to provide investors with a portfolio providing regular income with low volatility. The Fund will primarily have exposure to fixed income securities and a component of the portfolio may have exposure to equity securities to provide long-term capital appreciation. The Fund seeks to accomplish its objective by investing primarily in securities of other mutual funds. The Fund may from time to time make direct investments in fixed income and equity securities.

Purchase Information

Initial Purchase 100,000
Initial Purchase: IRA 100,000
Initial Purchase: AIP 25

Inception

2011-09-19

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