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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1093 | 1049 | 1148 | 1135 | 1363 | 1767 |
Fund Return | 9.28% | 4.85% | 14.82% | 4.32% | 6.38% | 5.86% |
Place in category | 166 | 119 | 116 | 172 | 172 | 75 |
% in Category | 62 | 47 | 47 | 56 | 68 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NBI Balanced Portfolio Investors | 5.53B | 8.48 | 2.32 | - | ||
NBI Moderate Portfolio Investors | 3.43B | 6.99 | 1.31 | - | ||
Meritage Balanced Investment Portfo | 437.62M | 7.92 | 2.12 | 5.07 | ||
Meritage Growth Investment Portfoli | 277.57M | 9.20 | 3.18 | 6.03 | ||
Meritage Balanced Income Portfolio | 184.71M | 7.93 | 2.81 | 4.93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LON Balanced BG 100 100 | 1.5B | 7.12 | 2.89 | 4.46 | ||
LON Balanced BG 100 100 PS1 | 1.5B | 7.36 | 3.23 | 4.81 | ||
LON Balanced BG 75 100 | 1.5B | 7.23 | 3.05 | 4.62 | ||
LON Balanced BG 75 100 PS1 | 1.5B | 7.52 | 3.47 | 5.04 | ||
LON Balanced BG 75 75 | 1.5B | 7.40 | 3.28 | 4.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
RBC Canadian Dividend Fund A | - | 20.45 | - | - | |
BMO Dividend Series I | - | 14.18 | - | - | |
Beutel Goodman Canadian Dividend | - | 14.18 | - | - | |
CI Canadian Bond Class A | - | 13.78 | - | - | |
TD Canadian Core Plus Bond - F | - | 13.76 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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