Universal Life Beneva Sm Cp USEqS&PSC600 (0P0001FAJ2.TO)
Toronto - Toronto Delayed Price. Currency in CAD
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Universal Life Beneva Sm Cp USEqS&PSC600
CP 10510
Bureau 250
1245, chemin Ste-Foy
418 688 4887
Management Information
,Lead Manager since December 3, 2018
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 FamilyBeneva inc.
Net AssetsN/A
YTD Return4.42%
Yield0.00%
Morningstar Rating★★
Inception DateSept 24, 2014
Fund Operations
Last DividendN/A
Last Cap GainN/A
Holdings Turnover0.71%
Average for CategoryN/A
Fees & Expenses
Expense0P0001FAJ2.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
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