iA SRI Growth Inhance SRP7575MyEd+Pr (0P0001KYED.TO)
Toronto - Toronto Delayed price. Currency in CAD
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iA SRI Growth Inhance SRP7575MyEd+Pr
PO Box 1907, Station Terminus
1080 Grande Allée West
1-844-442-4636
Management information
,Lead manager since 25 October 2020
Andrew has over 20 years of experience in investment management and has played a pioneering role in the Canadian sustainable investing space. Most recently, he served as Director at Vancity Investment Management, where he focused on managing sustainable investing since 2010 and has successfully implemented equity portfolios that aim to generate risk-adjusted returns alongside ESG objectives. As part of his role at Mackenzie, Mr. Simpson leads the firm’s newest sustainable investing boutique, which will emphasize best-in-class environmental, social, and corporate governance (ESG) analysis.
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 familyIndustrial Alliance Insurance and Fin
Net assets64.61M
YTD return3.98%
Yield0.00%
Morningstar rating★
Inception date25 Oct 2020
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnover9.26%
Average for categoryN/A
Fees and expenses
Expense0P0001KYED.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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