(As of 10/31/2017)

1832 Global Value Strategy

(Global Equity)
Inception Return
(11/13/2009)
11.70 %
YTD Return 18.60 %
NAVPS
(11/17/2017)
$13.86
Change ($0.01) / -0.07 %
Growth of $10,000 (As of October 31, 2017)
MER -
Assets ($mil) -
Rank (1Yr) 99/867
Std Dev (3Yr) 10.17 %
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 long-term capital growth by investing in a diversified portfolio consisting primarily of equity securities of businesses located around the world.
Management Co.
1832 Asset Management L.P.
Managers
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of October 31, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 6.42 9.48 6.58 18.60 19.85 15.52 17.09 -   
Benchmark 5.49 8.01 4.19 15.24 18.94 13.38 17.11 7.55
Quartile Ranking 1 1 1 1 1 1 1 -

Calendar Return (%) 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Fund 0.97 22.40 11.10 32.27 10.96 -9.34 10.95 -      -      -     
Benchmark 5.18 16.88 13.97 32.40 13.73 -5.69 8.11 17.12 -28.35 -5.40
Quartile Ranking 3 1 2 2 2 3 1 - - -

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use .
BofA Merill Lynch Indices used with permission.
© 2014 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us .