(As of 5/31/2025)

Palos WP Growth Fund Series W

(North American Equity)
Inception Return
(2/14/2017)
6.68 %
YTD Return 10.30 %
NAVPS
(6/30/2025)
$14.30
Change $0.52 / 3.74 %
Growth of $10,000 (As of May 31, 2025)
MER -
Assets ($mil) $37.16
Rank (1Yr) 21/58
Std Dev (3Yr) 42.25 %
Volatility Ranking (3Yr) 10/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The Fund aims to provide investors with investment returns over the long term and to produce growth by investing primarily in listed equity securities and convertible debentures of Canadian and US companies.
Fund Manager

Palos Management Inc.

Portfolio Manager

Charles Marleau, Palos Management Inc.

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

Performance Data (As of May 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 4.63 2.19 15.56 10.30 8.77 -4.98 18.95 -   
Benchmark 5.72 -0.65 0.23 1.76 17.90 14.68 15.51 11.59
Quartile Ranking 3 1 1 1 2 4 1 -

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 25.65 -23.06 -33.62 50.13 100.84 9.80 -32.92 -      -      -     
Benchmark 28.77 17.51 -9.17 26.72 10.91 24.09 -2.58 11.54 14.85 5.50
Quartile Ranking 1 4 4 1 1 4 4 - - -

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