United US Eqty Growth Pool W |
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Fund Sponsor:
United Financial Corporation
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Asset Class:
U.S. Equity
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Inception Date:
April, 2000
Total Assets: $34.94Million Sales Fee Type: Optional Mgmt Expense Ratio (MER): 0.23% Closed: No |
Min. Invest (initial):
$500.00
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Top Holdings as of Mar 29, 2018
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Investment Objectives
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The primary investment objective of the US Equity Growth Pool is to provide long-term capital appreciation primarily through investment in a diversified portfolio of equity and equity-related securities of US issuers. Equity related securities include convertible preferred shares, convertible debt obligations and warrants. Any change to the investment objectives must be approved by a majority of the votes cast by unitholders at a meeting called to consider the change. |
Portfolio Composition |
Sector Weightings |
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Stock |
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Information Technology |
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Cash and Short Term Securities |
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Consumer Discretionary |
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Other |
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Health Care |
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Industrials |
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Financials |
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Consumer Staples |
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Materials |
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Telecommunication Services |
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Energy |
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Utilities |
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Mammen Chally
Manager
United Financial Corporation |
Start Date:
April, 2000
Fund Return: 3.61% |
Mammen Chally
Manager
CI Investments Inc. |
Start Date:
April, 2000
Fund Return: 3.61% |
Also manages: United US Eqty Growth Cp - 68446639, United US Eqty Growth Cp Cl A, United US Eqty Growth Cp Cl E3, United US Eqty Growth Cp Cl E3T8, United US Eqty Growth Cp Cl E4, United US Eqty Growth Cp Cl E4T8, United US Eqty Growth Cp Cl E5, United US Eqty Growth Cp Cl E5T8, United US Eqty Growth Cp Cl F3, United US Eqty Growth Cp Cl F3T8, United US Eqty Growth Cp Cl F4, United US Eqty Growth Cp Cl F4T8, United US Eqty Growth Cp Cl F5, United US Eqty Growth Cp Cl F5T8, United US Eqty Growth Cp Cl FT8, United US Eqty Growth Pool E3, United US Eqty Growth Pool E4, United US Eqty Growth Pool E5, United US Eqty Growth Pool F3, United US Eqty Growth Pool F4, United US Eqty Growth Pool F5 | |