(As of 5/31/2019)

Alitis Income & Growth Pool Class E

(Global Neutral Balanced)
Inception Return
(12/4/2009)
4.92 %
YTD Return 5.98 %
NAVPS
(6/7/2019)
$11.32
Change - / -
Growth of $10,000 (As of May 31, 2019)
MER -
Assets ($mil) -
Rank (1Yr) -
Std Dev (3Yr) 3.85 %
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 May 31, 2019)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.91 2.44 4.46 5.98 2.75 6.10 4.96 -   
Benchmark -1.93 3.02 5.30 5.72 5.24 7.14 8.34 9.15
Quartile Ranking - - - - - - - -

Calendar Return (%) 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund -1.35 7.31 9.83 2.87 3.82 4.74 5.50 1.81 6.52 -     
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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