(As of 10/31/2023)

Steadyhand Equity Fund Series A

(Canadian Focused Equity)
FundGrade A+® Rating recipient
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2019
2018
2017
2016



Inception Return
(2/28/2007)
6.24 %
YTD Return -0.61 %
NAVPS
(11/28/2023)
$22.41
Change ($0.09) / -0.38 %
Growth of $10,000 (As of October 31, 2023)
MER 1.42 %
Assets ($mil) -
Rank (1Yr) 548/615
Std Dev (3Yr) 12.38 %
Volatility Ranking (3Yr) 6/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The fundamental investment objective of the Steadyhand Equity Fund is to achieve long-term capital growth. The fund invests primarily in common shares of Canadian and foreign companies.
Fund Manager

Steadyhand Investment Management Ltd.

Portfolio Manager

Steadyhand Investment Management Ltd.

Sub-Advisor

Fiera Capital Corporation

 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of October 31, 2023)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.26 -6.45 -7.36 -0.61 -0.27 3.65 6.14 7.61
Benchmark -2.36 -6.92 -4.91 2.47 3.69 8.54 7.47 7.12
Quartile Ranking 1 3 4 4 4 4 4 2

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -11.77 17.49 14.40 16.92 -3.89 11.15 10.48 8.30 13.18 23.29
Benchmark -8.87 21.76 7.58 21.45 -7.14 10.80 14.44 -0.77 10.96 18.57
Quartile Ranking 3 4 1 4 1 2 4 1 2 3

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