Overview
Name
Fund Family
Assets Under Management, (Mln.)
Fund Managers
Jonathan Sage
James Fallon
Matt Krummell
John Stocks
MFS Institutional Advisors, Inc.
SLGI Asset Management Inc.
Inception Date
Description
The Fund's investment objective is to achieve long-term capital appreciation with low volatility by investing primarily in a diversified portfolio of equity securities of issuers located anywhere in the world or indirectly by investing in mutual funds (including exchange-traded funds) that invest primarily in such securities.
Address
227 King Street South
Waterloo ON N2J 4C5 Canada
Phone Number
Website
Investment Information
FundGrade
Is Load
Management Expense Ratio
RRSP Eligible
RRSP Initial Min
Currency
Distribution Frequency
52-Week RangeLow price14.3242-High price16.5866
YTD Return %
1-Yr Annual Return
3-Yr Compound Return
5-Yr Compound Return
Risk
Low
Low to Medium
Medium
Medium to High
High