IA Wealth High Growth 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 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 80% equities and 20% fixed-income securities, 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