(As of 5/31/2017)

1832 Equity Income Strategy

(Canadian Focused Equity)
Inception Return
(11/13/2009)
12.65 %
YTD Return 7.04 %
NAVPS
(6/26/2017)
$17.31
Change $0.01 / 0.06 %
Growth of $10,000 (As of May 31, 2017)
MER -
Assets ($mil) -
Rank (1Yr) 39/475
Std Dev (3Yr) 6.36 %
Volatility Ranking (3Yr) 4/10
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
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of May 31, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.48 3.94 9.33 7.04 16.33 10.96 12.36 -   
Benchmark -1.33 0.43 3.19 1.50 12.27 4.73 9.15 3.89
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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