(As of 10/31/2020)

Alitis Income & Growth Pool Class D

(Global Neutral Balanced)
Inception Return
(12/4/2009)
6.03 %
YTD Return 2.40 %
NAVPS
(11/27/2020)
$11.81
Change - / -
Growth of $10,000 (As of October 31, 2020)
MER -
Assets ($mil) -
Rank (1Yr) 7/21
Std Dev (3Yr) 6.84 %
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
Alitis Investment Counsel Inc.
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of October 31, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.89 2.50 9.11 2.40 5.04 5.57 6.86 6.00
Benchmark -1.45 -0.54 4.87 4.70 7.01 6.40 6.92 8.59
Quartile Ranking 1 1 1 2 2 1 1 2

Calendar Return (%) 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund 12.47 -0.20 8.37 10.90 4.07 5.03 5.98 6.82 3.07 7.42
Benchmark 12.26 2.68 8.66 2.39 17.05 12.44 18.86 8.49 0.80 4.85
Quartile Ranking 3 1 2 1 4 4 4 3 1 2

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