(As of 3/31/2021)

1832 Core Equity Strategy

(Canadian Focused Equity)
Inception Return
(3/23/2009)
12.53 %
YTD Return 2.64 %
NAVPS
(4/19/2021)
$33.02
Change ($0.13) / -0.38 %
Growth of $10,000 (As of March 31, 2021)
MER -
Assets ($mil) -
Rank (1Yr) 6/13
Std Dev (3Yr) 14.01 %
Volatility Ranking (3Yr) 6/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
Management Co.
1832 Asset Management L.P.
Managers
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of March 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.79 2.64 7.44 2.64 37.08 16.46 14.95 11.11
Benchmark 3.04 6.34 16.15 6.34 41.39 9.77 10.20 7.39
Quartile Ranking 3 3 4 3 2 1 1 1

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 22.74 25.37 1.27 18.35 -2.48 16.17 10.92 23.34 6.82 -1.92
Benchmark 7.58 21.45 -7.15 10.80 14.44 -0.77 10.97 18.57 8.52 -8.34
Quartile Ranking 1 1 1 1 4 1 3 3 4 3

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