Toronto - Delayed Quote CAD

SectorWise Growth Portfolio A (0P0001FCCE.TO)

13.64 -0.12 (-0.85%)
At close: September 6 at 4:00 PM EDT

Fund Summary

SectorWise Growth Portfolio A

725 boul. Lebourgneuf, bur. 420

Fund Overview

Category --
Fund Family RGP Investments
Net Assets 79.43M
YTD Return 9.92%
Yield 0.00%
Morningstar Rating
Inception Date Nov 30, 2018

Fund Operations

Last Dividend 0.02
Last Cap Gain --
Holdings Turnover 57.38%
Average for Category --

Fees & Expenses

Expense 0P0001FCCE.TO Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Antoine Giasson-Jean earned his Bachelor's degree in Business Administration from Laval University and pursued part of his studies in California, specifically in Sacramento. At the age of 23, he obtained his portfolio management license, making him one of the youngest mutual fund managers in Canada. In 2016, he became a CFA charterholder. Continuing his professional development, he acquired the CIPM and ESG certifications from the CFA Institute in 2019 and 2022, respectively. Furthermore, in 2023, he earned the CAIA designation, demonstrating his commitment to enhancing his innovation.

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. When necessary, we may change a category assignment based on recent changes to the portfolio.

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