(As of 1/31/2021)

Alitis Income & Growth Pool Class E

(Global Neutral Balanced)
Inception Return
(12/4/2009)
5.26 %
YTD Return -0.06 %
NAVPS
(2/26/2021)
$11.73
Change - / -
Growth of $10,000 (As of January 31, 2021)
MER -
Assets ($mil) -
Rank (1Yr) 18/23
Std Dev (3Yr) 7.26 %
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 January 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.06 5.64 7.97 -0.06 6.22 5.18 7.06 5.17
Benchmark -0.33 5.78 5.21 -0.33 9.14 7.99 7.68 9.11
Quartile Ranking 1 4 1 1 4 4 3 4

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 7.20 11.17 -1.35 7.31 9.83 2.87 3.82 4.74 5.50 1.81
Benchmark 11.12 12.26 2.68 8.66 2.39 17.05 12.44 18.86 8.49 0.80
Quartile Ranking 4 4 2 3 1 4 4 4 4 1

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