(As of 5/31/2019)

1832 Global Value Strategy

(Global Equity)
Inception Return
(11/13/2009)
10.62 %
YTD Return 10.01 %
NAVPS
(6/25/2019)
$15.14
Change ($0.16) / -1.06 %
Growth of $10,000 (As of May 31, 2019)
MER -
Assets ($mil) -
Rank (1Yr) 245/1331
Std Dev (3Yr) 9.43 %
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
1832 Asset Management L.P. - Management Team
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of May 31, 2019)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -5.46 1.55 7.47 10.01 5.44 10.70 11.63 -   
Benchmark -5.13 1.06 3.11 8.20 2.59 10.33 10.24 12.20
Quartile Ranking 4 2 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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