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VPI Canadian Balanced Pool Sr A

VPI005
14.19
+0.09
+0.65%
2017-10-20
5 Years
  • Previous Close

    14.09

  • Net Assets

    303.58M

  • Yield

    0.88%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Equity Balanced

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Value Partners Investment Inc

Fund Style

Open

Fund Manager

Ken O'Kennedy

Investment Style

Large Blend

VPI Canadian Balanced Pool’s objective is to generate long-term growth in value and income by investing in a diversified portfolio of Canadian government and corporate bonds, Canadian and foreign equities, trust and limited partnership units, preferred shares and index or sector proxies, such as index participation units. It is designed to provide both moderate income and reasonable growth over the long-term, while being sufficiently diversified to mitigate volatility.

Purchase Information

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

Inception

2007-10-01

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