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Meritage Balanced Portfolio

MTGBALPT:CN
13.64
CAD
0.01
0.07%
As of 4/20/2018
Fund Type
Open-End Fund
52Wk Range
13.25 - 13.98
1 Yr Return
0.83%
YTD Return
-1.52%
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Previous Close
13.63
52Wk Range
13.25 - 13.98
1 Yr Return
0.83%
YTD Return
-1.52%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 04/20/2018)
13.64
Total Assets (m CAD) (on 01/31/2018)
654.094
Inception Date
10/03/2006
Last Dividend (on 12/27/2017)
0.014384
Dividend Indicated Gross Yield
0.11%
Fund Managers
-
Front Load Fee
5.00%
Back Load Fee
6.00%
Redemption Fee
2.00%
12b-1 Fee
-
Current Mgmt Fee
2.00%
Expense Ratio
2.42%
Profile
Meritage Balanced Portfolio is an open-end fund incorporated in Canada. The Portfolio seeks to achieve a combination of income and long-term capital appreciation. The Fund invests primarily in a diverse mix of fixed income and equity mutual funds.
Address
Altamira Investment Services Inc
The Exchange Tower
130 King Street West, Suite 900
Toronto, Ontario M5X 1K9
Canada
Phone
1-866-603-3601