You are using an older browser version. Please use a supported version for the best MSN experience.

Vertex Managed Value Portfolio F

VRT101
=
27.50
-
-
2017-09-29
5 Years
  • Previous Close

    27.50

  • Net Assets

    100.81M

  • Yield

    0.70%

  • Front load

    None

  • Expenses

    -

  • Category

    Alternative Strategies

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Vertex One Asset Management Inc

Fund Style

Open

Fund Manager

Matthew Wood

Investment Style

Small Value

The investment objective of the fund is to invest in a diversified portfolio of equity and fixed income and securities to provide capital appreciation and high income. The fund's long-term asset allocation policy is targeted towards a balanced portfolio of equities and fixed income.

Purchase Information

Initial Purchase 25,000
Initial Purchase: IRA 25,000
Initial Purchase: AIP NA

Inception

2003-03-31

AdChoices
AdChoices
AdChoices
image beaconimage beaconimage beacon