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LON Gbl Balanced (M) 75/100 (PS1) (0P0000W860.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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21.46+0.08 (+0.39%)
At close: 04:00PM EDT

LON Gbl Balanced (M) 75/100 (PS1)

255 Dufferin Avenue

519 432 5281
Management Information
,Lead Manager since May 31, 2014
Alain’s career in the investment industry began in 2000. He has been with Mackenzie Investments since 2013. Before joining Mackenzie Investments, Alain worked in investment management at one of Canada’s largest public pension plans for over 10 years, where he advanced to the role of Vice President and Head of Global Tactical Asset Allocation. He has also been an institutional trader at a major Canadian bank. Alain holds a BBA (Finance and Quantitative Methods) and an MSc (Financial Engineering). He is a CFA charterholder and holds the CMT designation.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryN/A
Fund FamilyLondon Life Insurance Company
Net Assets172.01M
YTD Return3.13%
Yield0.00%
Morningstar Rating★★★
Inception DateOct 4, 2009

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover0.90%
Average for CategoryN/A

Fees & Expenses

Expense0P0000W860.TOCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A