Growth & Income Fund
Investment Objectives: To provide
a consistent stream of income and
capital appreciation by investing in
a mix of equities and fixed income securities.
Inception Date: May 1995
Investment Style: The Fund adheres to Economic Value Added or EVA® to maximize returns and reduce risk.
Portfolio Advisor:
About the Advisor:
Richard Fogler, Managing Director and Chief Investment Officer
Download Profile
Download Morningstar Report
Other funds to consider:
Northwest Canadian Dividend FundNorthwest Quadrant Balanced Growth Portfolio
fund details as at 31/08/2010
| Total Assets | Management Fee | MER | Distribution Frequency |
| $302.4 million | 2.00% | 2.55% | Monthly |
portfolio performance
| 3 Mo. | 6 Mo. | YTD | 1 Yr. | 3 Yr. | 5 Yr. | 10 Yr. | Since Inception |
|
| Growth & Income Fund | 2.8% | 2.2% | 0.9% | 5.0% | -5.6% | -0.5% | 1.8% | 1.8% |
| Quartile Rank* |
fund codes
| Front End | Back End | Volume Sales | Low Load | F-Series | I-Series |
| NWT106 | NWT207 | NWT307 | NWT806 | NWT507 | NWT707 |
Interim Management Report on Fund Performance as at March 31, 2010.
Summary of Investment Portfolio as at June 30, 2010.Management Report on Fund Performance as at September 30, 2009.
Proxy Voting Record: To view the proxy voting record for the fund, please click this link and then select the fund from the drop down menu.
