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IA Wealth Enhanced Bond Pool (0P0001Q3WC.TO)

10.41
+0.02
+(0.19%)
As of January 21 at 3:00:00 PM EST. Market Open.

Fund Summary

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IA Wealth Enhanced Bond Pool

1080 Grande Allee Ouest
418 684-5000

Fund Overview

Category --
Fund Family IA Clarington Investments Inc
Net Assets 82.84M
YTD Return 4.79%
Yield 3.74%
Morningstar Rating --
Inception Date Oct 31, 2023

Fund Operations

Last Dividend 0.39
Last Cap Gain --
Holdings Turnover 7.38%
Average for Category --

Fees & Expenses

Expense 0P0001Q3WC.TO Category Average
Annual Report Expense Ratio (net) 0.00% --
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

Alex has 17 years of experience in the financial industry, spanning global macro research, asset allocation and portfolio construction. He joined iA Global Asset Management in 2024 from Ontario Teachers’ Pension Plan, where he led the Dynamic Asset Allocation team. Previously, he was Chief Economist & Strategist on the Multi-Asset Strategies team at Mackenzie Investments. Alex holds a Bachelors in Economics from Laval University and a Masters in Economics from the University of British Columbia. He is also a CFA charterholder.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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