(As of 8/31/2022)

1832 Global Value Strategy

(Global Equity)
Inception Return
(11/13/2009)
9.64 %
YTD Return -19.18 %
NAVPS
(9/29/2022)
$16.03
Change ($0.21) / -1.27 %
Growth of $10,000 (As of August 31, 2022)
MER -
Assets ($mil) -
Rank (1Yr) 58/64
Std Dev (3Yr) 12.22 %
Volatility Ranking (3Yr) 6/10
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.
Fund Manager

1832 Asset Management L.P.

Portfolio Manager

Kevin Kaminski, 1832 Asset Management L.P.

Danilo Martins, 1832 Asset Management L.P.

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

Performance Data (As of August 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -2.89 -7.36 -12.81 -19.18 -20.45 6.84 7.94 11.49
Benchmark -1.33 -2.08 -8.33 -14.93 -12.94 7.46 7.85 12.06
Quartile Ranking 4 4 4 4 4 2 2 2

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 11.03 25.21 21.28 -0.29 17.39 0.97 22.40 11.10 32.27 10.96
Benchmark 17.62 13.15 21.41 -1.79 16.29 5.18 16.88 13.97 32.40 13.73
Quartile Ranking 4 1 2 2 1 4 1 2 2 2

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