Sentences with phrase «growth wrap account»

Dopple: Russell Asset Management's Balance Growth wrap account, one of the best performers in Canada and with a similar mandate as the sleepy portfolio (and actively managed), has a 5 - year annual average return of -0.98 % (menaing it's down approx. 5 - percent over the five years) while the above portfolio has a postive return.

Not exact matches

The figure below shows the growth of $ 10,000 invested into Wrap account since inception.
A wrap account mutual fund is essentially a pre-packaged portfolio of mutual funds that target different styles of investing (income, growth, balanced, index) which help clients to hold and advisors to sell.
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