(As of 8/31/2021)

iA True North Hyb Fid SRPOther

(Canadian Equity Balanced)



2014


FundGrade A+® Rating recipient
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Inception Return
(1/4/2011)
5.67 %
YTD Return 12.55 %
NAVPS
(9/21/2021)
$17.83
Change $0.05 / 0.29 %
Growth of $10,000 (As of August 31, 2021)
MER 3.34 %
Assets ($mil) $10.34
Rank (1Yr) 212/606
Std Dev (3Yr) 10.66 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status Open
 
Objective
This Fund aims to achieve capital growth and interest income by investing in a combination of equity and bond funds.
Fund Manager

Fidelity Investments

Portfolio Manager

Industrial Alliance Insurance & Financial Services

Sub-Advisor
Data not available
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of August 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.72 5.30 11.58 12.55 18.71 8.98 6.23 6.30
Benchmark 1.20 4.24 11.91 14.08 20.19 10.02 8.57 7.13
Quartile Ranking 2 2 2 2 2 1 2 2

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 8.61 12.97 -4.97 2.82 6.42 -2.01 10.74 14.51 5.92 -     
Benchmark 6.85 18.83 -6.34 7.50 15.95 -5.39 10.25 9.26 6.43 -4.14
Quartile Ranking 1 3 2 4 3 3 1 2 2 -

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