(As of 5/31/2018)

Caldwell Canadian Value Momentum Fund Series O

(Canadian Equity)
Inception Return
(8/15/2011)
11.52 %
YTD Return 2.31 %
NAVPS
(6/21/2018)
$14.96
Change $0.00 / -0.02 %
Growth of $10,000 (As of May 31, 2018)
MER -
Assets ($mil) -
Rank (1Yr) 21/441
Std Dev (3Yr) 8.82 %
Volatility Ranking (3Yr) 6/10
RRSP Eligibility Yes
Load Front Fee Only
Max Front End 5.00 %
Max Back End -
Sales Status Open
 
Objective
The investment objective of the Fund is to generate capital growth by investing in a concentrated basket of Canadian equities which show the highest potential for capital gains over a moderate holding period.
Management Co.
Caldwell Investment Management Ltd.
Managers
Brendan T.N. Caldwell
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of May 31, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.31 3.91 2.88 2.31 9.63 11.61 11.40 -   
Benchmark 3.12 4.83 1.45 0.25 7.75 5.36 8.05 3.92
Quartile Ranking 3 2 1 1 1 1 1 -

Calendar Return (%) 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Fund 13.81 19.32 7.75 -1.57 28.28 15.79 -      -      -      -     
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 4 1 1 - - - -

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