|
Fund Background |
| Category | Canadian Balanced |
| Fund Family |
Great-West Life - DSC |
| Total Assets in $millions
(2004-06-30)
|
34.242
|
| Year to Date Return |
2.7540%
|
| NAVPS (2004-08-09) |
$ 344.7999
|
| Daily Change |
$ -0.8140
|
| 52 week high |
$ 358.9393
|
| 52 week low |
$ 322.9678
|
|
Objective |
| This fund's main objective is to provide long-term growth of your investment. |
|
Strategy |
| This Fund invests primarily in fixed-income investments of Canadian governments and companies, and in shares issued by Canadian and foreign companies, and may purchase units of one or more mutual funds managed by Mackenzie Financial Corporation. The investment advisor changes the mix of fixed-income investments and shares to take advantage of prevailing economic and market conditions. |
| Fund Operations |
| Inception: | 1-January-1996 |
| Management Company: | Mackenzie Financial Corporation |
| Managing Company since: | |
| Lead Manager: |
Mackenzie Management Team |
| Manager Since: | 1-January-1996 |
| Manager Tenure: |
8 years
|
|
|
| Returns (%) |
| |
3mo |
1yr avg |
3yr avg |
5yr avg |
| GWM*GIM.TO |
0.7060 |
11.9860 |
4.9520 |
6.2480 |
|
| 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 |
2.25% |
| Load or No Load |
Load |
| Choice of Front or Back Load |
No |
| Max Front End Load |
N/A |
| Max Back End Load |
4.50% |
|
|
