CAN Can Stock Bal 75/75 (PS1) (0P0001INUE.TO)
Toronto - Toronto Delayed price. Currency in CAD
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CAN Can Stock Bal 75/75 (PS1)
Investment Division
330 University Avenue
416 597 1456
Management information
,Lead manager since 3 November 2019
Robert McKee, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Ivy Team. His principal research focus is on U.S. companies. Robert’s career in the investment industry began in 2007. He joined Mackenzie Investments in 2011. Before joining Mackenzie Investments, Robert worked as an Associate Analyst at a Canadian bank and, prior to that, he was with an investment banking firm. At both firms, he covered companies in the merchandising and consumer products area.
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyCanada Life Assurance Co
Net assets44.4M
YTD return2.40%
Yield0.00%
Morningstar rating★★★★★
Inception date3 Nov 2019
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnover12.09%
Average for categoryN/A
Fees and expenses
Expense0P0001INUE.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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