YHD - Delayed Quote • CAD
CWB Onyx Balanced Solution Series O (0P0001CL8E.TO)
As of June 28 at 6:07 PM EDT. Market Open.
Fund Summary
The fundamental investment objective of the fund is to provide investors with long-term capital appreciation by investing in a balanced portfolio of equity and fixed income securities. The fund will generally invest its assets to achieve a target asset allocation of approximately 60% in equity securities and 40% in fixed income securities. The asset allocation may be achieved through investments in other mutual funds (including other Onyx Funds) or directly through investments in individual securities.
CWB Onyx Balanced Solution Series O
3000 - 10303 Jasper Avenue NW
Edmonton, AB T5J 3X6
Fund Overview
| Category | Global Neutral Balanced |
| Fund Family | CWB Wealth Management |
| Net Assets | -- |
| YTD Return | 6.58% |
| Yield | 0.00% |
| Morningstar Rating | -- |
| Inception Date | Feb 02, 2016 |
Fund Operations
| Last Dividend | -- |
| Last Cap Gain | -- |
| Holdings Turnover | 21.77% |
| Average for Category | -- |
Fees & Expenses
| Expense | 0P0001CL8E.TO | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 0.00% | 1.76% |
| 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
Scott Blair, Lead Manager since May 01, 2018
* 5 years of industry experience
* Previous experience at bcIMC and Telus Investments Morningstar Style Box
Morningstar Style Box Information Not Available
Morningstar Category
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