(As of 8/31/2017)

Steadyhand Income Fund Series A

(Canadian Fixed Income Balanced)



2013


FundGrade A+ Rating recipient
For more information about
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Inception Return
(2/28/2007)
5.58 %
YTD Return 1.12 %
NAVPS
(9/18/2017)
$10.69
Change $0.01 / 0.11 %
Growth of $10,000 (As of August 31, 2017)
MER -
Assets ($mil) -
Rank (1Yr) 319/408
Std Dev (3Yr) 3.86 %
Volatility Ranking (3Yr) 2/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The fundamental investment objectives of the Steadyhand Income Fund are to achieve a reasonably stable level of income and modest capital growth while also seeking to preserve capital. The fund invests primarily in Canadian fixed income securities (government and corporate), but it may also invest a smaller portion of its assets in real estate investment trusts (REITs), income trusts, dividend-paying common shares, preferred shares and other income-producing securities.
Management Co.
Connor, Clark & Lunn Investment Management Ltd.
Managers
Brian Eby,
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of August 31, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.06 -1.65 0.37 1.12 -0.29 2.66 4.75 6.00
Benchmark 1.24 -1.40 0.83 1.74 0.52 2.86 4.37 4.95
Quartile Ranking 1 1 2 2 4 2 1 1

Calendar Return (%) 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Fund 5.67 0.84 9.71 3.79 7.97 7.24 10.85 22.48 -8.92 -     
Benchmark 6.19 0.56 9.52 2.02 4.68 5.23 9.72 12.33 -4.80 5.25
Quartile Ranking 1 3 1 3 1 1 1 1 3 -

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