(As of 2/28/2019)

1832 Global Value Strategy

(Global Equity)
Inception Return
(11/13/2009)
10.74 %
YTD Return 8.33 %
NAVPS
(3/25/2019)
$14.91
Change $0.06 / 0.40 %
Growth of $10,000 (As of February 28, 2019)
MER -
Assets ($mil) -
Rank (1Yr) 144/1313
Std Dev (3Yr) 8.96 %
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 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
1832 Asset Management L.P. - Management Team
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of February 28, 2019)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.84 5.83 0.22 8.33 4.49 11.16 10.65 -   
Benchmark 2.90 2.04 -2.23 7.07 1.84 12.12 10.27 13.56
Quartile Ranking 1 1 1 2 1 1 1 -

Calendar Return (%) 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund -0.29 17.40 0.97 22.40 11.10 32.27 10.96 -9.34 10.95 -     
Benchmark -1.79 16.29 5.18 16.88 13.97 32.40 13.73 -5.69 8.11 17.12
Quartile Ranking 1 1 3 1 2 2 3 3 1 -

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