(As of 12/31/2018)

1832 Equity Income Strategy

(Canadian Focused Equity)
Inception Return
(11/13/2009)
10.18 %
YTD Return -6.61 %
NAVPS
(1/18/2019)
$17.09
Change $0.13 / 0.76 %
Growth of $10,000 (As of December 31, 2018)
MER -
Assets ($mil) -
Rank (1Yr) 88/498
Std Dev (3Yr) 7.42 %
Volatility Ranking (3Yr) 5/10
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, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -6.21 -8.51 -6.49 -6.61 -6.61 7.65 7.45 -   
Benchmark -5.40 -10.11 -10.63 -8.89 -8.89 6.37 4.06 7.92
Quartile Ranking 3 1 1 1 1 1 1 -

Calendar Return (%) 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund -6.61 12.66 18.57 2.16 12.36 16.49 10.02 11.13 15.81 -     
Benchmark -8.89 9.10 21.08 -8.32 10.55 12.99 7.19 -8.71 17.61 35.06
Quartile Ranking 1 1 1 1 1 4 1 1 1 -

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