Toronto - Delayed Quote CAD

Sun LT Adv GIF Frnk Bsst Cdn Eq Bdl Sr O (0P00015IUX.TO)

12.84
0.00
(0.00%)
At close: June 5 at 4:00:00 PM EDT
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  • Previous Close 12.84
  • YTD Return -7.07%
  • Expense Ratio 1.86%
  • Category Canadian Equity Balanced
  • Last Cap Gain --
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 708.14k
  • Beta (5Y Monthly) 1.12
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 13.99%
  • Last Dividend --
  • Inception Date Nov 9, 2015

The investment objective of the fund is to seek long-term capital growth. It invests primarily in equity securities of Canadian companies.

Sun Life Assurance Company Of Canada

Fund Family

Canadian Equity Balanced

Fund Category

708.14k

Net Assets

2015-11-09

Inception Date

More about Sun LT Adv GIF Frnk Bsst Cdn Eq Bdl Sr O

Performance Overview: 0P00015IUX.TO

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Trailing returns as of 5/31/2020. Category is Canadian Equity Balanced.

YTD Return

0P00015IUX.TO
7.07%
Category
2.32%
 

1-Year Return

0P00015IUX.TO
2.46%
Category
12.66%
 

3-Year Return

0P00015IUX.TO
0.15%
Category
5.28%
 

5-Year Return

0P00015IUX.TO
0.00%
Category
7.19%
 

Holdings: 0P00015IUX.TO

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Sector Weightings

Sector0P00015IUX.TO
Financial Services   28.26%
Consumer Defensive   16.10%
Industrials   11.37%
Basic Materials   9.87%
Energy   9.70%
Utilities   7.79%
Communication Services   6.88%
Technology   5.67%
Real Estate   4.01%
Consumer Cyclical   0.35%
Healthcare   0.00%
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Recent News: 0P00015IUX.TO

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Research Reports: 0P00015IUX.TO

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