(As of 6/30/2024)

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)
6.91 %
YTD Return 9.01 %
NAVPS
(7/12/2024)
$25.43
Change $0.09 / 0.35 %
Growth of $10,000 (As of June 30, 2024)
MER 1.42 %
Assets ($mil) -
Rank (1Yr) 500/599
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 June 30, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.65 1.10 9.01 9.01 8.92 4.24 7.35 7.55
Benchmark -0.17 0.71 8.50 8.50 15.07 6.21 9.40 7.71
Quartile Ranking 2 2 2 2 4 4 4 3

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 5.86 -11.77 17.49 14.40 16.92 -3.89 11.15 10.48 8.30 13.18
Benchmark 13.60 -8.87 21.76 7.58 21.45 -7.14 10.80 14.44 -0.77 10.96
Quartile Ranking 4 3 4 1 4 1 2 4 1 2

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