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PH&N Balanced Pension Trust A

PHN102
20.95
+0.04
+0.19%
2017-10-16
5 Years
  • Previous Close

    20.91

  • Net Assets

    311.80M

  • Yield

    2.06%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Neutral Balanced

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★★★
Profile

Name of Issuer

RBC Global Asset Management Inc.

Fund Style

Open

Fund Manager

Sarah Riopelle

Investment Style

Large Growth

The fundamental investment objectives of the Fund are to provide long-term capital growth and income by investing primarily in a well-diversified, balanced portfolio of Canadian common stocks, bonds and money market securities. The Fund also holds a portion of its assets in foreign common stocks.

Purchase Information

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

Inception

2001-07-31

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