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Sun Life obl mltstrat Avant à vie FPG A (0P0001KZ31.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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7.21-0.00 (-0.00%)
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Sun Life obl mltstrat Avant à vie FPG A

M5H 3P5

Suite 1700, P.O. Box 83 Toronto, ON

Purpose Investments Inc.

877-789-1517
Management Information
,Lead Manager since October 14, 2020
Eugene Profis, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Global Equity & Income Team. Eugene’s career in the investment industry began in 2005. Prior to joining Mackenzie Investments, he was Vice President at a leading global value-based investment firm, where he co-managed a large-cap U.S. fund. Eugene has Business Administration (Hons.) and MBA degrees from the Richard Ivey School of Business at the University of Western Ontario. He 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.
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 FamilyPurpose Investments Inc.
Net Assets449.94k
YTD Return80.54%
Yield0.88%
Morningstar RatingN/A1
Inception DateOct 14, 2020

Fund Operations

Last Dividend0.01
Last Cap GainN/A
Holdings Turnover910.03%
Average for CategoryN/A

Fees & Expenses

Expense0P0001KZ31.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