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Primerica Global Balanced Growth

PCS113
17.17
+0.14
+0.82%
2017-10-20
5 Years
  • Previous Close

    17.03

  • Net Assets

    1.09B

  • Yield

    0.37%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Equity 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 Blend

The fund seeks for long-term growth of capital by investing 65% in equity underlying funds and 35% in income underlying funds. Within the equity funds, more emphasis is placed on established companies and less on small to mid-cap companies. 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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