(As of 12/31/2018)

Alitis Income & Growth Pool Class D

(Global Neutral Balanced)
Inception Return
(12/4/2009)
5.63 %
YTD Return -0.20 %
NAVPS
(1/11/2019)
$11.01
Change - / -
Growth of $10,000 (As of December 31, 2018)
MER -
Assets ($mil) -
Rank (1Yr) -
Std Dev (3Yr) 3.91 %
Volatility Ranking (3Yr) 2/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The investment objective of the Alitis Income and Growth Pool is to generate a moderate level of income and a moderate level of capital appreciation over the long-term.
Management Co.
Alitis Investment Counsel Inc.
Managers
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of December 31, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.34 -4.08 -3.25 -0.20 -0.20 6.25 5.57 -   
Benchmark -0.40 -1.45 -1.47 2.68 2.68 4.54 8.50 7.96
Quartile Ranking - - - - - - - -

Calendar Return (%) 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund -0.20 8.37 10.90 4.07 5.03 5.98 6.82 3.07 7.42 -     
Benchmark 2.68 8.66 2.39 17.05 12.44 18.86 8.49 0.80 4.85 4.96
Quartile Ranking - - - - - - - - - -

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