(As of 9/30/2017)

1832 Equity Income Strategy

(Canadian Focused Equity)
Inception Return
(11/13/2009)
12.24 %
YTD Return 7.78 %
NAVPS
(10/16/2017)
$17.37
Change $0.02 / 0.12 %
Growth of $10,000 (As of September 30, 2017)
MER -
Assets ($mil) -
Rank (1Yr) 92/470
Std Dev (3Yr) 5.84 %
Volatility Ranking (3Yr) 3/10
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
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of September 30, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.43 0.69 2.93 7.78 10.88 9.81 11.34 -   
Benchmark 3.06 3.68 1.99 4.45 9.18 4.54 8.06 4.06
Quartile Ranking 4 4 1 1 1 1 1 -

Calendar Return (%) 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Fund 18.57 2.16 12.36 16.49 10.02 11.13 15.81 -      -      -     
Benchmark 21.08 -8.32 10.55 12.99 7.19 -8.71 17.61 35.06 -33.00 9.83
Quartile Ranking 1 1 1 4 1 1 1 - - -

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