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Meritage Tactical Etf Balanced Portfolio

NBCMTNE:CN
11.05
CAD
0.06
0.55%
As of 4/18/2018
Fund Type
Open-End Fund
52Wk Range
10.68 - 11.31
1 Yr Return
2.97%
YTD Return
-0.45%
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Previous Close
10.99
52Wk Range
10.68 - 11.31
1 Yr Return
3.06%
YTD Return
-0.45%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 04/18/2018)
11.05
Total Assets (m CAD) (on 01/31/2018)
85.123
Inception Date
03/01/2016
Last Dividend (on 12/27/2017)
0.123311
Dividend Indicated Gross Yield
1.12%
Fund Managers
-
Front Load Fee
-
Back Load Fee
-
Redemption Fee
-
12b-1 Fee
-
Current Mgmt Fee
-
Expense Ratio
-

Top Fund Holdings

Name Position Value % of Fund
ZCN:CN
BMO S&P/TSX Capped Composite I
1.40 m 28.96 m 23.59
ZAG:CN
BMO Aggregate Bond Index ETF
1.85 m 28.69 m 23.38
IEFA:US
iShares Core MSCI EAFE ETF
184.38 k 15.63 m 12.73
IEMG:US
iShares Core MSCI Emerging Mar
145.59 k 10.95 m 8.93
SCHB:US
Schwab US Broad Market ETF
131.45 k 10.80 m 8.80
HPR:CN
Horizons Active Preferred Shar
578.56 k 5.54 m 4.52
VSC:CN
Vanguard Canadian Short-Term C
205.50 k 4.95 m 4.03
SCHM:US
Schwab U.S. Mid-Cap ETF
66.25 k 4.51 m 3.68
PCY:US
PowerShares Emerging Markets S
102.80 k 3.73 m 3.04
PHB:US
PowerShares Fundamental High Y
155.31 k 3.70 m 3.02
Profile
Meritage Tactical ETF Balanced Portfolio is an open-end fund incorporated in Canada. The Fund seeks to achieve a combination of income and long-term capital appreciation by making tactical investments primarily in a diverse mix of exchange-traded funds ("ETFs") that are fixed income funds and equity 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
Website
www.meritageportfolios.com