EdgePoint Cdn Growth & Income Port Sr ARegister to Unlock Ratings |
Performance History | 29-02-2024 |
Growth of 1,000 (CAD) | Advanced Graph |
Fund | 0.1 | 25.8 | 1.6 | 13.3 | 4.2 | |
+/-Cat | -5.3 | 9.8 | 9.3 | 3.3 | 1.4 | |
+/-Idx | -8.6 | 9.3 | 9.9 | 0.8 | 1.2 | |
Category: Canadian Equity Balanced | ||||||
Benchmarks: Morningstar Can Equity Tgt ... |
Key Stats | ||
NAV 28-03-2024 | CAD 29.02 | |
Day Change | 0.17% | |
Morningstar Category™ | Canadian Equity Balanced | |
ISIN | - | |
Fund Size (Mil) 28-03-2024 | CAD 2726.89 | |
Share Class Size (Mil) 28-03-2024 | CAD 940.84 | |
Max Initial Charge | - | |
Ongoing Charge - | -% |
Investment Objective: EdgePoint Cdn Growth & Income Port Sr A |
The Fund’s objective is to provide a combination of long‐term capital appreciation and income generation by investing primarily in Canadian equity and fixed‐income securities. To achieve its investment objective, the Portfolio Manager invests in companies with strong competitive positions, defendable barriers to entry, long‐term growth prospects and competent management teams. The Portfolio Manager acquires ownership stakes in these companies at prices below its assessment of their true worth. The fixed‐income approach seeks securities that provide an attractive return through coupon payments and capital appreciation while focusing on the borrower’s (bond issuer’s) ability to meet its debt obligations, through the payment of periodic coupons and the return of the principal at maturity. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Frank Mullen 01-07-2014 | ||
Andrew Pastor 01-07-2014 | ||
Click here to see others | ||
Inception Date 17-11-2008 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
40% ICE BofA CA Brd Mkt TR LOC , 60% S&P/TSX Composite TR | Morningstar Can Equity Tgt Alloc NR CAD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for EdgePoint Cdn Growth & Income Port Sr A | 31-12-2023 |
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