(As of 10/31/2021)

1832 Equity Income Strategy

(Canadian Focused Equity)
Inception Return
(11/13/2009)
11.50 %
YTD Return 21.19 %
NAVPS
(11/26/2021)
$22.34
Change ($0.40) / -1.74 %
Growth of $10,000 (As of October 31, 2021)
MER -
Assets ($mil) -
Rank (1Yr) 3/13
Std Dev (3Yr) 14.26 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The Fund seeks to achieve income and long-term capital growth by investing primarily in a diversified portfolio of income-oriented equity securities.
Fund Manager

1832 Asset Management L.P.

Portfolio Manager

1832 Asset Management L.P.

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

Performance Data (As of October 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 5.24 4.97 11.67 21.19 36.41 13.49 10.52 11.35
Benchmark 4.13 3.58 9.79 19.30 34.17 14.59 10.67 9.82
Quartile Ranking 2 1 3 2 1 3 3 3

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 2.13 22.63 -6.61 12.66 18.57 2.16 12.36 16.49 10.02 11.13
Benchmark 7.58 21.45 -7.15 10.80 14.44 -0.77 10.97 18.57 8.52 -8.34
Quartile Ranking 3 1 3 2 2 3 2 4 4 1

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