|
Fund Background |
| Category | Canadian Equity |
| Fund Family |
Great-West Life - NL |
| Total Assets in $millions
(2004-06-30)
|
144.304
|
| Year to Date Return |
1.9360%
|
| NAVPS (2004-08-09) |
$ 297.1948
|
| Daily Change |
$ -0.7111
|
| 52 week high |
$ 327.5480
|
| 52 week low |
$ 263.9069
|
|
Objective |
| This fund's main objective is to provide a high level of long-term growth for your investment. |
|
Strategy |
| This Fund invests primarily in Canadian companies that have the potential for above-average growth. It invests in a wide range of publicly traded securities including: common shares, preferred shares that can be converted into common shares, debentures that can be converted into common shares, warrants and rights, derivatives. The investment advisor emphasize large companies, but up to 25% of the fund's holdings may be invested in smaller companies. |
| Fund Operations |
| Inception: | 31-January-1987 |
| Management Company: | GWL Investment Management Ltd. |
| Managing Company since: | |
| Lead Manager: |
Patricia Nesbitt |
| Manager Since: | 31-January-1987 |
| Manager Tenure: |
17 years
|
|
|
| Returns (%) |
| |
3mo |
1yr avg |
3yr avg |
5yr avg |
| GWL*EQU.TO |
-1.5170 |
21.8050 |
3.4090 |
6.2810 |
|
| Chart |
 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 |
2.50% |
| 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 |
|
|