(As of 3/31/2017)

1832 Equity Income Strategy

(Canadian Focused Equity)
Inception Return
(11/13/2009)
12.62 %
YTD Return 4.72 %
NAVPS
(4/28/2017)
$17.16
Change ($0.01) / -0.05 %
Growth of $10,000 (As of March 31, 2017)
MER -
Assets ($mil) -
Rank (1Yr) 113/486
Std Dev (3Yr) 6.39 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Open to Invest 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
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of March 31, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.69 4.72 7.73 4.72 16.82 11.24 11.84 -   
Benchmark 1.34 2.41 7.06 2.41 18.62 5.82 7.84 4.70
Quartile Ranking 1 1 1 1 1 1 1 -

Calendar Return (%) 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Fund 18.57 2.16 12.36 16.49 10.02 10.71 15.81 -      -      -     
Benchmark 21.08 -8.32 10.55 12.99 7.19 -8.71 17.61 35.06 -33.00 9.83
Quartile Ranking 1 1 1 4 1 1 1 - - -

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