(As of 6/30/2025)

1832 Equity Income Strategy

(Canadian Focused Equity)
Inception Return
(11/13/2009)
10.25 %
YTD Return 4.87 %
NAVPS
(7/11/2025)
$25.13
Change ($0.08) / -0.32 %
Growth of $10,000 (As of June 30, 2025)
MER -
Assets ($mil) -
Rank (1Yr) 64/82
Std Dev (3Yr) 13.56 %
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 income and long-term capital growth by investing primarily in a diversified portfolio of income-oriented equity securities.
Fund Manager

1832 Asset Management L.P.

Portfolio Manager

1832 Asset Management L.P.

Sub-Advisor
-
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of June 30, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.30 5.60 4.87 4.87 15.76 8.82 11.68 9.03
Benchmark 3.11 7.42 7.77 7.77 21.93 16.53 13.83 9.37
Quartile Ranking 4 4 4 4 4 4 4 3

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 14.88 6.93 -5.35 24.14 2.13 22.63 -6.61 12.66 18.57 2.16
Benchmark 22.75 13.60 -8.87 21.76 7.58 21.45 -7.14 10.80 14.44 -0.77
Quartile Ranking 4 4 3 3 3 2 2 1 2 1

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