(As of 3/31/2017)

Steadyhand Equity Fund Series A

(Canadian Focused Equity)



2014
2013
2012
FundGrade A+ Rating recipient
For more information about
FundGrade click here
Inception Return
(2/28/2007)
6.76 %
YTD Return 3.78 %
NAVPS
(4/21/2017)
$16.84
Change $0.02 / 0.09 %
Growth of $10,000 (As of March 31, 2017)
MER 1.42 %
Assets ($mil) -
Rank (1Yr) 317/487
Std Dev (3Yr) 7.63 %
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Open to Invest 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.
Management Co.
CGOV Asset Management
Managers
Ted Ecclestone,
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of March 31, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.46 3.78 6.93 3.78 12.84 9.46 13.54 6.76
Benchmark 1.34 2.41 7.06 2.41 18.62 5.82 7.84 4.70
Quartile Ranking 2 1 2 1 3 1 1 1

Calendar Return (%) 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Fund 10.48 8.30 13.18 23.29 15.55 -1.28 11.37 16.51 -26.86 -     
Benchmark 21.08 -8.32 10.55 12.99 7.19 -8.71 17.61 35.06 -33.00 9.83
Quartile Ranking 3 1 1 2 1 1 2 4 2 -

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