(As of 6/30/2018)

1832 Equity Income Strategy

(Canadian Focused Equity)
Inception Return
(11/13/2009)
11.67 %
YTD Return -0.13 %
NAVPS
(7/13/2018)
$17.87
Change $0.01 / 0.06 %
Growth of $10,000 (As of June 30, 2018)
MER -
Assets ($mil) -
Rank (1Yr) 303/505
Std Dev (3Yr) 6.04 %
Volatility Ranking (3Yr) 4/10
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.
Management Co.
1832 Asset Management L.P.
Managers
1832 Asset Management L.P. - Management Team
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of June 30, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.23 4.38 -0.13 -0.13 5.11 10.24 11.39 -   
Benchmark 1.69 6.77 1.95 1.95 10.41 6.96 9.25 4.24
Quartile Ranking 1 2 3 3 3 1 1 -

Calendar Return (%) 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Fund 12.66 18.57 2.16 12.36 16.49 10.02 11.13 15.81 -      -     
Benchmark 9.10 21.08 -8.32 10.55 12.99 7.19 -8.71 17.61 35.06 -33.00
Quartile Ranking 1 1 1 1 4 1 1 1 - -

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