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Gwl Fidelity Balanced Income (psg) 75/100(ps1) (0P0000W81W)

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20.158 +0.060    +0.30%
24/12 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 12.59M
Type:  Fund
Market:  Canada
Issuer:  Great West Life Assurance Co
Asset Class:  Other
GWL Fidelity Balanced Income PSG 75/100 PS1 20.158 +0.060 +0.30%

0P0000W81W Overview

 
On this page you'll find an in-depth profile of Gwl Fidelity Balanced Income (psg) 75/100(ps1). Learn about the key management, total assets, investment strategy and contact information of 0P0000W81W among other information.
Category

Canadian Neutral Balanced

Total Assets

12.59M

Expenses

Inception Date

May 14, 2012

Investment Strategy

This fund's objective is to provide a balance between long-term capital growth and current income by investing primarily in units of Canadian fixed income funds and Canadian and foreign equity funds.

Contact Information

Address 100 Osborne Street North
Winnipeg,MB R3C 3A5
Canada
Phone 204-946-1190

Top Executives

Name Title Since Until
Susan Spence Portfolio Manager 2013 Now
Biography Susan has been with Laketon since 1996. Her initial responsibilities included supervising global trading and working as an analyst for the Global Equities group, researching both U.S. and international companies. In September of 1999, Susan was promoted to a portfolio management position, concentrating on the U.S. equity market. Her previous industry experience was at CIBC Wood Gundy, where she was a research associate in the International Equities Division. Susan holds an Honours B.Comm. degree from Queen’s University (1993) and received her CFA designation in 1998.
Not Disclosed - 2009 2013
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