Toronto - Delayed Quote • CAD
IA Clarington Growth & Income Fund Series A (0P000155GR.TO)
As of July 7 at 4:00 PM EDT. Market Open.
Fund Summary
The Fundâs objective is to provide income and long term capital appreciation by investing primarily in equity securities of companies in Canada as well as the U.S., and higher yielding income-oriented securities.
IA Clarington Growth & Income Fund Series A
522 University Avenue
Suite 700
Fund Overview
Category | Canadian Equity Balanced |
Fund Family | IA Clarington Investments Inc |
Net Assets | 37.74M |
YTD Return | -17.73% |
Yield | 2.42% |
Morningstar Rating | |
Inception Date | Dec 29, 2014 |
Fund Operations
Last Dividend | 0.00 |
Last Cap Gain | 0.00 |
Holdings Turnover | 34.13% |
Average for Category | -- |
Fees & Expenses
Expense | 0P000155GR.TO | Category Average |
---|---|---|
Annual Report Expense Ratio (net) | 2.29% | 1.86% |
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
Terry Thib, Lead Manager since December 29, 2014
Terry joined the IA Clarington Investment Management team as portfolio manager and vice-president in 2014.Before joining IA Clarington, Terry was a co-manager for a series of small and mid-cap investment mandates and part of an award-winning income and growth team at a boutique Canadian investment firm. Prior to this, he worked in equity research on the sell side. Terry has over 10 years of investment experience and was selected as a TopGun Investment Mind by Brendan Wood International in 2012 and 2014. He is a CFA charterholder with an MBA from the Schulich School of Business. He also holds a Morningstar Style Box
![MORNING_STAR_STYLE_BOX](https://s.yimg.com/lq/i/fi/3_0stylelargeeq2.gif)
Morningstar Category
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