Toronto - Delayed Quote CAD

iA Global Opportunities (Loomis Sayles) Hybrid 75/25 SRP 75/100 (0P0001C14Z.TO)

15.45 +0.11 (+0.71%)
At close: November 18 at 3:00 PM EST
Loading Chart for 0P0001C14Z.TO
DELL
  • Previous Close 15.34
  • YTD Return 14.17%
  • Expense Ratio 2.77%
  • Category Global Equity Balanced
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 2.85M
  • Beta (5Y Monthly) 1.00
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 101.62%
  • Last Dividend --
  • Inception Date Jan 16, 2012

This Fund aims to achieve capital growth and interest income by investing in a combination of equity and bond funds.

Industrial Alliance Insurance and Fin

Fund Family

Global Equity Balanced

Fund Category

2.85M

Net Assets

2012-01-16

Inception Date

Performance Overview: 0P0001C14Z.TO

View More

Trailing returns as of 11/18/2021. Category is Global Equity Balanced.

YTD Return

0P0001C14Z.TO
14.17%
Category
3.59%
 

1-Year Return

0P0001C14Z.TO
16.52%
Category
11.18%
 

3-Year Return

0P0001C14Z.TO
1.95%
Category
6.56%
 

5-Year Return

0P0001C14Z.TO
1.00%
Category
8.97%
 

Holdings: 0P0001C14Z.TO

View More

Top 2 Holdings (99.92% of Total Assets)

SymbolCompany% Assets
75.15%
24.77%

Sector Weightings

Sector0P0001C14Z.TO
Technology   23.23%
Healthcare   13.78%
Industrials   11.72%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

Recent News: 0P0001C14Z.TO

View More

Research Reports: 0P0001C14Z.TO

View More

Top Mutual Funds