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Fulcra Credit Opportunities Fd Sr B
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Fund Sponsor: Fulcra Asset Management
Portfolio Manager:
Fund Type: Open-Ended

Asset Class: High Yield Fixed Income
5-Star Rating:
RRSP Eligible: Yes

Inception Date: July, 2009
Total Assets: n/a
Sales Fee Type: No Load
Mgmt Expense Ratio (MER): 0.75m%
Closed: No

Min. Invest (initial): $150,000.00
Subsequent: $5,000.00
Min. Invest (initial RRSP): $10,000.00
Subsequent RRSP: $10,000.00
Restricted: Yes
( Min. Investment $150,000)


Statistics


As of May 31, 2018 *

Current Price: $12.51
Daily Change $:
1 day: n/a
7 day: n/a
Month-to-Date: 0.32%
30 day: n/a
Year-to-Date: 1.17%

*not current date


Returns as of June 30, 2018
Fund Group Avg Index*
1 month n/a n/a n/a
3 month n/a n/a n/a
6 month n/a n/a n/a
1 year n/a n/a n/a
3 year n/a n/a n/a
5 year n/a n/a n/a
10 year n/a n/a n/a
15 year n/a n/a n/a
20 year n/a n/a n/a
Since Inception n/a n/a n/a
3 year risk n/a n/a n/a
3 year beta n/a n/a 1.00
* Index refers to

Top Holdings
Not available
Extras

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Fund Codes & Fees
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Fund Price History
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Investment Objectives
The investment objective of the Fulcra Credit Opportunities Fund is to generate income and long-term capital appreciation through investments primarily in debt securities. The Investment Manager may from time to time invest a portion of the Funds assets in equity securities.

Portfolio Composition

Sector Weightings

Not available Not available

Portfolio Manager(s)