CC&L Core Income and Growth Fund Series A

(Tactical Balanced)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2019
2018
2016



Inception Return
(6/13/2012)
-
YTD Return -
NAVPS
(5/24/2024)
$31.07
Change $0.10 / 0.31 %
Growth of $10,000 (Data not available)
Data not available
MER 2.31 %
Assets ($mil) -
Rank (1Yr) -
Std Dev (3Yr) -
Volatility Ranking (3Yr) -
RRSP Eligibility Yes
Load Back Fee Only
Max Front End 2.00 %
Max Back End -
Sales Status Open
 
Objective
The CC&L Core Income and Growth Fund seeks to deliver an attractive and sustainable yield and growth to outpace inflation by primarily investing in a diversified mix of dividend paying Canadian equities, REITs and equity securities of real estate companies, and corporate bonds.
Fund Manager

Connor, Clark & Lunn Funds Inc

Portfolio Manager

Gary Baker, Connor, Clark & Lunn Investment Management Ltd.

John Novak, Connor, Clark & Lunn Investment Management Ltd.

Steve Vertes, Connor, Clark & Lunn Investment Management Ltd.

Mark Bridges, Connor, Clark & Lunn Investment Management Ltd.

Samba Chunduri, Connor, Clark & Lunn Investment Management Ltd.

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

Performance Data (Data not available)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -    -    -    -    -    -    -    -   
Benchmark -1.57 3.31 11.56 4.12 9.21 3.11 4.84 6.83
Quartile Ranking - - - - - - - -

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund -      -      -      -      -      -      -      -      -      -     
Benchmark 11.69 -11.62 6.48 11.12 12.26 2.68 8.66 2.39 17.05 12.44
Quartile Ranking - - - - - - - - - -

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