(As of 1/31/2020)

1832 Equity Income Strategy

(Canadian Focused Equity)
Inception Return
(11/13/2009)
11.50 %
YTD Return 2.26 %
NAVPS
(2/14/2020)
$20.29
Change $0.05 / 0.23 %
Growth of $10,000 (As of January 31, 2020)
MER -
Assets ($mil) -
Rank (1Yr) 92/620
Std Dev (3Yr) 8.17 %
Volatility Ranking (3Yr) 6/10
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 January 31, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.26 5.43 8.05 2.26 17.22 9.38 9.46 11.60
Benchmark 1.74 5.88 7.20 1.74 14.98 7.21 6.53 7.68
Quartile Ranking 1 2 1 1 1 1 1 1

Calendar Return (%) 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund 22.63 -6.61 12.66 18.57 2.16 12.36 16.49 10.02 11.13 15.81
Benchmark 22.88 -8.89 9.10 21.08 -8.32 10.55 12.99 7.19 -8.71 17.61
Quartile Ranking 1 1 1 1 1 1 4 1 1 1

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