(As of 10/31/2023)

Starlight Dividend Growth Class Series A

(Canadian Dividend & Income Equity)
FundGrade A+® Rating recipient
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2012





Inception Return
(10/31/2002)
8.29 %
YTD Return 1.75 %
NAVPS
(11/29/2023)
$15.16
Change $0.04 / 0.25 %
Growth of $10,000 (As of October 31, 2023)
MER 2.52 %
Assets ($mil) $121.88
Rank (1Yr) 32/480
Std Dev (3Yr) 11.58 %
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load Front Fee Only
Max Front End 5.00 %
Max Back End -
Sales Status Open
 
Objective
The investment objective of the Fund is to achieve above-average long-term capital growth that is consistent with a conservative investment philosophy encompassing a diversified portfolio approach. The Fund invests primarily in equity securities of Canadian companies that demonstrate financial strength and good growth potential.
Fund Manager

Starlight Investments Capital LP

Portfolio Manager

Dennis Mitchell , Starlight Investments Capital LP

Sean Tascatan, Starlight Investments Capital LP

Michael Giordano, Starlight Investments Capital LP

Sub-Advisor
Data not available
 
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 -0.67 -4.18 -2.63 1.75 1.60 7.27 7.09 6.19
Benchmark -3.21 -7.72 -7.00 0.06 0.43 9.85 7.96 6.69
Quartile Ranking 1 1 1 1 1 4 2 2

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -10.68 25.67 8.38 18.58 -2.46 5.01 10.15 -3.70 9.74 17.13
Benchmark -5.84 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32 10.55 12.99
Quartile Ranking 4 3 1 3 1 4 4 2 2 2

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