Canada markets open in 5 hours 12 minutes

CAN Gbl Growth Opp Bal 75/100 (PP) (0P0001JQ3J.TO)

Toronto - Toronto Delayed Price. Currency in CAD
Add to watchlist
12.45+0.04 (+0.34%)
At close: 04:00PM EDT

CAN Gbl Growth Opp Bal 75/100 (PP)

Investment Division

330 University Avenue

416 597 1456
Management Information
,Lead Manager since May 10, 2020
Dina joined Bluewater Investment Management Inc. in 1995 and has been a lead Portfolio Manager since then. Bluewater acted as a subadvisor to Mackenzie until 2016, when the Team became one of Mackenzie’s investment boutiques. Dina began her investment career at a large insurance company, directing U.S. equity portfolios. In 1989, she joined a large Canadian mutual fund company as a Portfolio Manager, and was primarily responsible for U.S. and Canadian investments. Dina has a BComm from McMaster University and an MBA from the University of Windsor. She is also a CFA charterholder.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq3.gif
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 FamilyCanada Life Assurance Co
Net Assets44.77M
YTD Return1.83%
Yield0.00%
Morningstar Rating★
Inception DateMay 10, 2020

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover14.49%
Average for CategoryN/A

Fees & Expenses

Expense0P0001JQ3J.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