(As of 12/31/2017)

1832 Equity Income Strategy

(Canadian Focused Equity)
Inception Return
(11/13/2009)
12.45 %
YTD Return 12.66 %
NAVPS
(1/17/2018)
$17.72
Change $0.04 / 0.23 %
Growth of $10,000 (As of December 31, 2017)
MER -
Assets ($mil) -
Rank (1Yr) 67/525
Std Dev (3Yr) 5.92 %
Volatility Ranking (3Yr) 3/10
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 December 31, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.46 4.53 5.24 12.66 12.66 10.92 12.30 -   
Benchmark 1.20 4.45 8.30 9.10 9.10 6.59 8.63 4.65
Quartile Ranking 2 1 3 1 1 1 1 -

Calendar Return (%) 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Fund 12.66 18.57 2.16 12.36 16.49 10.02 11.13 15.81 -      -     
Benchmark 9.10 21.08 -8.32 10.55 12.99 7.19 -8.71 17.61 35.06 -33.00
Quartile Ranking 1 1 1 1 4 1 1 1 - -

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