(As of 12/31/2017)

1832 Global Value Strategy

(Global Equity)
Inception Return
(11/13/2009)
11.31 %
YTD Return 17.40 %
NAVPS
(1/19/2018)
$14.18
Change $0.12 / 0.85 %
Growth of $10,000 (As of December 31, 2017)
MER -
Assets ($mil) -
Rank (1Yr) 113/866
Std Dev (3Yr) 10.17 %
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 long-term capital growth by investing in a diversified portfolio consisting primarily of equity securities of businesses located around the world.
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 December 31, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.51 5.34 7.70 17.40 17.40 13.21 16.35 -   
Benchmark -1.02 6.45 7.76 16.29 16.29 12.65 16.62 7.70
Quartile Ranking 3 2 1 1 1 1 1 -

Calendar Return (%) 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Fund 17.40 0.97 22.40 11.10 32.27 10.96 -9.34 10.95 -      -     
Benchmark 16.29 5.18 16.88 13.97 32.40 13.73 -5.69 8.11 17.12 -28.35
Quartile Ranking 1 3 1 2 2 2 3 1 - -

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use .
BofA Merill Lynch Indices used with permission.
© 2014 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us .