(As of 3/31/2019)

1832 Equity Income Strategy

(Canadian Focused Equity)
Inception Return
(11/13/2009)
11.21 %
YTD Return 11.74 %
NAVPS
(4/17/2019)
$18.23
Change $0.03 / 0.16 %
Growth of $10,000 (As of March 31, 2019)
MER -
Assets ($mil) -
Rank (1Yr) 31/662
Std Dev (3Yr) 7.92 %
Volatility Ranking (3Yr) 6/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The Fund seeks to achieve income and long-term capital growth by investing primarily in a diversified portfolio of income-oriented equity securities.
Management Co.
1832 Asset Management L.P.
Managers
1832 Asset Management L.P. - Management Team
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of March 31, 2019)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.78 11.74 2.23 11.74 9.06 9.46 9.10 -   
Benchmark 1.01 13.30 1.84 13.30 8.11 9.26 5.44 9.49
Quartile Ranking 1 2 1 2 1 1 1 -

Calendar Return (%) 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund -6.61 12.66 18.57 2.16 12.36 16.49 10.02 11.13 15.81 -     
Benchmark -8.89 9.10 21.08 -8.32 10.55 12.99 7.19 -8.71 17.61 35.06
Quartile Ranking 1 1 1 1 1 4 2 1 1 -

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