(As of 5/31/2018)

1832 Global Value Strategy

(Global Equity)
Inception Return
(11/13/2009)
11.24 %
YTD Return 4.03 %
NAVPS
(6/22/2018)
$14.47
Change $0.11 / 0.76 %
Growth of $10,000 (As of May 31, 2018)
MER -
Assets ($mil) -
Rank (1Yr) 127/871
Std Dev (3Yr) 9.73 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The Fund seeks to achieve long-term capital growth by investing in a diversified portfolio consisting primarily of equity securities of businesses located around the world.
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 May 31, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.81 0.64 2.46 4.03 8.19 10.20 14.94 -   
Benchmark 1.13 0.31 2.52 3.57 7.88 9.39 14.29 8.34
Quartile Ranking 2 2 1 1 1 1 1 -

Calendar Return (%) 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Fund 17.40 0.97 22.40 11.10 32.27 10.96 -9.34 10.95 -      -     
Benchmark 16.29 5.18 16.88 13.97 32.40 13.73 -5.69 8.11 17.12 -28.35
Quartile Ranking 1 3 1 2 2 2 3 1 - -

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