YHD - Delayed Quote • CAD
CWB Onyx Balanced Solution Series O (0P0001CL8E.TO)
At close: June 28 at 6:07 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
Broker Availability Information Not Available
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.
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 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.65 |
| Morningstar Risk Rating | -- |
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