ivari Global Growth GIF (F00000QT7R.TO)
YHD - YHD Delayed price. Currency in CAD
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ivari Global Growth GIF
ivari
500â5000 Yonge Street
Toronto, Ontario M2N 7J8
866-209-9253
Management information
Management Team,Lead manager since 7 November 2013
Team Managed
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryGlobal Equity
Fund familyivari
Net assets32.28M
YTD return8.57%
Yield0.00%
Morningstar rating★★★
Inception date7 Nov 2013
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnover6.56%
Average for categoryN/A
Fees and expenses
ExpenseF00000QT7R.TOCategory average
Annual report expense ratio (net)2.98%1.89%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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