All returns are historical annual compounded rates of return and reflect changes in unit value and distributions reinvested. They do not take into account sales charges or administrative fees, payable by unitholders, which would have reduced returns. Past performance does not guarantee future results. Your unit value and investment return will fluctuate. Important information about any mutual fund is contained in its simplified prospectus which should be read carefully before investing. Copies of Acuity Funds Ltd.'s prospectus are available from your investment advisor or Acuity Funds Ltd.
Our Products
Alpha Balanced Portfolio
as at March 31, 2008
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Quarterly Portfolio Disclosure | Quarterly Fund Update
Investment Objective/Strategy
This portfolio aims to generate a mix of moderate long-term growth and monthly income with low volatility. It holds a diversified mix of global bonds, equities and income trusts.
| Inception Date: | August 27, 2007 |
| RSP/RIF Eligibility: | 100% Eligible |
| RESP Eligibility: | Yes |
| Minimum Initial Investment: | $150,000 or $50,000 Accredited |
| Distributions: | $0.0667/unit/month |
| Performance: | 1 Year: | N/A |
| 2 Years: | N/A | |
| 3 Years: | N/A | |
| 4 Years: | N/A | |
| 5 Years: | N/A |