(As of 1/31/2019)

1832 Equity Income Strategy

(Canadian Focused Equity)
Inception Return
(11/13/2009)
10.89 %
YTD Return 6.98 %
NAVPS
(2/15/2019)
$17.49
Change $0.13 / 0.74 %
Growth of $10,000 (As of January 31, 2019)
MER -
Assets ($mil) -
Rank (1Yr) 33/493
Std Dev (3Yr) 8.28 %
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 January 31, 2019)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 6.98 3.03 -2.55 6.98 1.26 9.81 8.98 -   
Benchmark 8.74 4.28 -3.92 8.74 0.48 9.81 5.64 9.15
Quartile Ranking 1 1 1 1 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 1 1 1 -

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use .
BofA Merill Lynch Indices used with permission.
© 2014 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us .