Toronto - Delayed Quote CAD

Scotia Wealth Quantitative Glob (0P0001SDJJ.TO)

11.75
-0.04
(-0.35%)
At close: January 24 at 3:00:00 PM EST

Fund Summary

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Scotia Wealth Quantitative Glob

Dynamic Funds Tower, 1 Adelaide St. E., 28th Floor
1-800-268-8186

Fund Overview

Category --
Fund Family 1832 Asset Management L.P
Net Assets 158.09M
YTD Return --
Yield --
Morningstar Rating --
Inception Date Feb 12, 2024

Fund Operations

Last Dividend 0.05
Last Cap Gain --
Holdings Turnover --
Average for Category --

Fees & Expenses

Expense 0P0001SDJJ.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

Mr. Ted Chen serves as Portfolio Manager at Water Island Capital. Prior to joining the firm, Mr. Chen was a Managing Director and Senior Event-Driven Strategist for Jefferies and an Event-Driven Analyst for Citigroup Global Markets. Mr. Chen started his career in finance at Citigroup as an Associate in the firm’s Communications Investment Banking group. Mr. Chen received an MBA from MIT Sloan School of Management and a BSE from the University of Pennsylvania.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

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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