|
Fund Background |
| Category | Canadian Balanced |
| Fund Family |
Great-West Life - NL |
| Total Assets in $millions
(2004-06-30)
|
110.583
|
| Year to Date Return |
1.9710%
|
| NAVPS (2004-08-09) |
$ 299.3883
|
| Daily Change |
$ -0.4597
|
| 52 week high |
$ 322.5732
|
| 52 week low |
$ 277.0566
|
|
Objective |
| This fund's main objective is to provide a high level of growth for your investment, along with growth from income over the long term. |
|
Strategy |
| This Fund invests primarily in shares issued by Canadian and foreign companies, and Canadian bonds and short-term investments. The fund also invest in Canadian federal and provincial debt securities and in corporate debt securities that are rated as medium to high quality. Bonds are an example of a debt security. The advisor choose investment by focusing first on broad economic trends. |
| Fund Operations |
| Inception: | 1-April-1988 |
| Management Company: | GWL Investment Management Ltd. |
| Managing Company since: | |
| Lead Manager: |
Edward J. Ransby |
| Manager Since: | 1-January-1991 |
| Manager Tenure: |
13 years
|
|
|
| Returns (%) |
| |
3mo |
1yr avg |
3yr avg |
5yr avg |
| GWL*EB.TO |
-1.0450 |
14.1700 |
1.6300 |
3.5940 |
|
| Chart |
![](alt="[one-year)
big chart [] |
| Investment Information |
| New Investment |
Open |
| Currency | CAD |
| Min Initial Investment |
$ 300.00
|
| Min Subsequent Investment |
$ 50.00 |
| RRSP Eligible |
Yes |
| RESP Eligible |
No |
| Min Initial Investment (RRSP) |
$ 300.00
|
| Min Subsequent Investment (RRSP) |
$ 50.00
|
| Availability | AB,BC,MB,NB,NF,
NU,NS,NT,ON,PE,
PQ,SK,YT |
| Fees & Expenses |
| Management Fee |
2.45% |
| Load or No Load |
No Load |
| Choice of Front or Back Load |
No |
| Max Front End Load |
N/A |
| Max Back End Load |
N/A |
|
|
