|
Fund Background |
| Category | Canadian Balanced |
| Fund Family |
Great-West Life - DSC |
| Total Assets in $millions
(2004-06-30)
|
28.421
|
| Year to Date Return |
3.1100%
|
| NAVPS (2004-08-09) |
$ 288.1838
|
| Daily Change |
$ +0.2589
|
| 52 week high |
$ 297.0997
|
| 52 week low |
$ 263.2357
|
|
Objective |
| This fund's main objective is to maximize your returns through a combination of long-term growth and investment income. |
|
Strategy |
| This Fund invests primarily in a balanced selection of shares issued by Canadian and United States companies, Canadian bonds and short-term securities. The investment advisor focuses on both the selection of individual investment and on the percentage mix of each type of investment to take advantage of expected changes in the markets. |
| Fund Operations |
| Inception: | 1-January-1996 |
| Management Company: | Beutel, Goodman & Company Ltd. |
| Managing Company since: | |
| Lead Manager: |
Denis Marsh |
| Manager Since: | 1-July-1999 |
| Manager Tenure: |
5 years
|
|
|
| Returns (%) |
| |
3mo |
1yr avg |
3yr avg |
5yr avg |
| GWM*LBB.TO |
0.4390 |
13.1440 |
3.8890 |
3.6910 |
|
| 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 |
2.91% |
| Load or No Load |
Load |
| Choice of Front or Back Load |
No |
| Max Front End Load |
N/A |
| Max Back End Load |
4.50% |
|
|
