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
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
|