(As of 5/31/2025)

Antares Total Equity Pool Fund Class O

(Global Equity)
Inception Return
(7/22/2014)
12.98 %
YTD Return 1.30 %
NAVPS
(6/30/2025)
$31.97
Change ($0.04) / -0.13 %
Growth of $10,000 (As of May 31, 2025)
MER -
Assets ($mil) $321.99
Rank (1Yr) 60/83
Std Dev (3Yr) 11.79 %
Volatility Ranking (3Yr) 6/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The investment objective of this pool is to deliver consistent and positive investment returns to Unitholders, with a constant focus on reducing the risk of permanent capital loss.
Fund Manager

Antares Investment Management

Portfolio Manager

Antares Investment Management

Sub-Advisor
-
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of May 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.23 -4.41 -2.86 1.30 6.42 12.55 15.03 12.51
Benchmark 5.37 -2.04 0.91 0.76 14.46 15.33 13.24 10.33
Quartile Ranking 4 4 4 3 3 2 1 1

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 19.23 19.04 -3.71 33.64 6.40 25.52 -1.50 14.98 12.47 11.30
Benchmark 26.84 19.37 -12.64 17.62 13.15 21.41 -1.79 16.29 5.18 16.88
Quartile Ranking 2 1 1 1 3 1 2 2 1 2

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.
© 2025 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us.