(As of 10/31/2017)

1832 Global Value Strategy

(Global Equity)
Inception Return
(11/13/2009)
11.70 %
YTD Return 18.60 %
NAVPS
(11/22/2017)
$13.92
Change ($0.06) / -0.43 %
Growth of $10,000 (As of October 31, 2017)
MER -
Assets ($mil) -
Rank (1Yr) 99/867
Std Dev (3Yr) 10.17 %
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 October 31, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 6.42 9.48 6.58 18.60 19.85 15.52 17.09 -   
Benchmark 5.49 8.01 4.19 15.24 18.94 13.38 17.11 7.55
Quartile Ranking 1 1 1 1 1 1 1 -

Calendar Return (%) 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Fund 0.97 22.40 11.10 32.27 10.96 -9.34 10.95 -      -      -     
Benchmark 5.18 16.88 13.97 32.40 13.73 -5.69 8.11 17.12 -28.35 -5.40
Quartile Ranking 3 1 2 2 2 3 1 - - -

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