IA Wealth Moderate Portfolio
Fund Code(s)
Distributions
MER
as at
Risk
| Low | Medium | High | ||
Inception Date
Total value
Minimum Investment
Investment Goal
The Fund seeks to provide capital protection along with the
potential for modest income and some capital growth by investing
primarily in a diversified portfolio of other mutual funds. The
Fund may also invest in ETFs or other securities to gain direct
exposure to an asset class.
Key Reasons to Invest
- Balanced exposure to a target asset mix of 70% fixed-income securities and 30% equities, broadly diversified across asset classes, geography and sectors.
- Active asset allocation managed by an experienced team rooted in economics, with underlying security selection by asset class specialists.
- Daily portfolio monitoring with ongoing rebalancing and currency management.
Portfolio Managers
Annual Rates of Return - %
Performance - %
| YTD | 1mo | 3mo | 1yr | 3yr | 5yr | 10yr | Since Inception | |
| Rate of Return |
Average Annual Total Returns %
Performance %
Distributions
Distribution frequency:
| Category |
| Income |
| Dividends |
| Capital Gains |
| Return of Capital |
| Total Distribution |
Commentaries