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Scott Lysakowski

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Investment Objective

To provide a relatively high level of income with the potential for modest capital growth. The fund invests its assets primarily in a well-diversified balanced portfolio of income-producing equity securities.

Fund Details

Series: A
Fund Code: RBF3016
Load Structure: No Load
Currency: CAD
Inception Date: Oct, 2012
Series A NAV $: 11.90
Series A MER %: 1.95
Benchmark:
  • 50% S&P/TSX Capped Composite Index
  • 35% FTSE TMX Canada Universe Bond Index
  • 10% Merrill Lynch Canada High Yield Index
  • 5% S&P/TSX Preferred Share Index


  • Income Distribution: Annually
    Capital Gains Distribution: Annually
    Sales Status: Open
    Minimum Investment $: 500
    Subsequent Investment $: 25

    Notes:

    Resources


    Performance Analysis as of  April 30, 2017

    Growth of $10,000

    Returns and Quartile Ranking
    Calendar Returns %

    Trailing Return %