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Quadrus Moderate Folio L

MAX3071
12.33
+0.01
+0.08%
2018-09-21
5 Years
  • Previous Close

    12.32

  • Net Assets

    42.94M

  • Yield

    0.95%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Fixed-Income Balanced

  • Morningstar Risk

    Above 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 income while also allowing for long-term capital appreciation. Although at least a majority of the Fund’s portfolio will have exposure to fixed income securities, a component of the portfolio may have exposure to equity securities to provide an opportunity for growth, with lower volatility than the more aggressive options. 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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