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Primerica Balanced Yield

PCS117
13.52
+0.07
+0.52%
2017-10-20
5 Years
  • Previous Close

    13.45

  • Net Assets

    599.82M

  • Yield

    3.52%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Neutral Balanced

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

PFSL Fund Management Ltd.

Fund Style

Open

Fund Manager

Robert Boston

Investment Style

Large Value

The Fund is a strategic asset allocation fund. It seeks superior capital growth and income by investing 50% of its assets in units/shares of equity underlying Funds and 50% of its assets in units/shares of income underlying Funds. Within the equity underlying funds, the Portfolio's investments will have an emphasis on underlying Funds that invest in established Canadian companies. Within the income underlying Funds, the Portfolio's investments will place emphasis on underlying funds that invest in high quality investments. The fund may also invest in foreign securities up to the limit imposed under the Tax Act, so that the assets of the fund will not be considered foreign content.

Purchase Information

Initial Purchase 500
Initial Purchase: IRA 100
Initial Purchase: AIP 25

Inception

1997-09-15

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