Globevest Capital Secured Put Writing Fund OH

(Miscellaneous - Income and Real Property)
Inception Return
(8/15/2014)
-
YTD Return -
NAVPS
(8/12/2019)
$8.55
Change $0.00 / 0.00 %
Growth of $10,000 (Data not available)
Data not available
MER -
Assets ($mil) -
Rank (1Yr) -
Std Dev (3Yr) -
Volatility Ranking (3Yr) -
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The Fund consists solely of put option writing secured by instruments of the money market. It targets an average annual return of 7% to 12% on a 2 to 3 year period if the stock market obtains an average annual return of -10% or better, greatly reducing risk versus equities. This approach generates an optimal risk-return ratio in a volatile or stagnant market and offers a significant level of downside protection.
Management Co.
Globevest Capital Ltd.
Managers
Patrick Proulx
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (Data not available)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -    -    -    -    -    -    -    -   
Benchmark -0.86 1.25 0.97 18.08 13.25 6.84 5.57 7.32
Quartile Ranking - - - - - - - -

Calendar Return (%) 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund -      -      -      -      -      -      -      -      -      -     
Benchmark -8.89 9.10 21.08 -8.32 10.55 12.99 7.19 -8.71 17.61 35.06
Quartile Ranking - - - - - - - - - -

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