|
Fund Background |
| Category | U.S. Equity |
| Fund Family |
Great-West Life - NL |
| Total Assets in $millions
(2004-06-30)
|
20.427
|
| Year to Date Return |
4.6420%
|
| NAVPS (2004-08-09) |
$ 268.5113
|
| Daily Change |
$ +1.7143
|
| 52 week high |
$ 300.7817
|
| 52 week low |
$ 263.6152
|
|
Objective |
| This fund's main objective is to provide a high level of growth of your investment over the long term by investing primarily in the United States stock market. |
|
Strategy |
| This Fund invests primarily in medium to large U.S. companies with above-average potential for growth. Company size is measured by the total value of shares held by investors. The investment advisor may also invest up to 25% of the fund in shares issued by smaller companies. The advisor may also invest up to 30% of the fund's holdings in short-term investments to protect against losses or to use for short-term investment strategies. |
| Fund Operations |
| Inception: | 8-November-1994 |
| Management Company: | GWL Investment Management Ltd. |
| Managing Company since: | |
| Lead Manager: |
Beverley Squair |
| Manager Since: | 8-November-1994 |
| Manager Tenure: |
9 years
|
|
|
| Returns (%) |
| |
3mo |
1yr avg |
3yr avg |
5yr avg |
| GWL*USE.TO |
3.0280 |
12.9940 |
-7.7210 |
-7.3890 |
|
| 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 |
Foreign |
| 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 |
2.60% |
| 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 |
|
|
