Patrick Stanton

Information Technology

Franck Sauzee

Banking and Finance

Fund Details

INV 001 (A) 9/15/1999 Growth Fund $1000 USD 30 Days 2.5% anually Low

Balanced Fund

Resource Industry Focused

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Fund Performance

As of First Quarter 2016
YTD 1YR 3YR 5YR 10YR
2.4 12.2 9.4 6.0 4.5

Sector Allocation

As Per Most Recent Data
  • Industrial % 20
  • Solar Energy % 7
  • Wind Energy % 12
  • Indices % 6
  • Cash & Equivalents % 18
  • Crude Resources % 14