(As of 9/30/2021)

Hillsdale Canadian Small Cap Equity Fund Ser A CA$

(Canadian Small/Mid Cap Equity)
Inception Return
(5/9/2003)
8.25 %
YTD Return 16.46 %
NAVPS
(10/15/2021)
$144.92
Change $0.39 / 0.27 %
Growth of $10,000 (As of September 30, 2021)
MER -
Assets ($mil) $26.11
Rank (1Yr) -
Std Dev (3Yr) 23.97 %
Volatility Ranking (3Yr) 10/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The investment objective of the Fund is to provide a rate of return on capital in excess of, and with volatility equal to or less than, the S&P/TSX Small Cap Index.
Fund Manager

Hillsdale Investment Management Inc.

Portfolio Manager

Christopher Guthrie, Hillsdale Investment Management Inc.

Alex Etsell , Hillsdale Investment Management Inc.

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

Performance Data (As of September 30, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.12 -1.60 6.10 16.46 30.27 9.24 6.61 9.05
Benchmark -0.12 -2.54 6.38 16.73 44.14 9.33 5.76 5.30
Quartile Ranking 3 4 - - - - - -

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 14.64 19.92 -18.87 8.04 23.95 -0.44 -3.74 26.51 5.87 -11.71
Benchmark 12.87 15.84 -18.17 2.75 38.48 -13.31 -2.34 7.60 -2.23 -16.43
Quartile Ranking - - - - - - - - - -

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