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Educators Balanced

OTG0225
19.31
+0.02
+0.12%
2017-10-17
5 Years
  • Previous Close

    19.29

  • Net Assets

    229.05M

  • Yield

    1.00%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Equity Balanced

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Educators Financial Group Inc

Fund Style

Open

Fund Manager

Mark Thomson

Investment Style

Large Blend

The Fund’s investment objective is to provide a less volatile and more stable growth of assets by investing in a balanced asset mix of short-term fixed income securities, common and preferred shares, index participation units such as Standard & Poor’s Depositary Receipts, and bonds. The Fund invests primarily in securities of Canadian governments and corporations. The asset mix is varied depending on the outlook for the economy and financial markets. There is no pre-determined percentage mix of securities.

Purchase Information

Initial Purchase 500
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

1985-12-01

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