(As of 4/30/2024)

Steadyhand Founders Fund Series A

(Tactical Balanced)
FundGrade A+® Rating recipient
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2017





Inception Return
(2/17/2012)
5.78 %
YTD Return 2.04 %
NAVPS
(5/27/2024)
$14.87
Change ($0.02) / -0.11 %
Growth of $10,000 (As of April 30, 2024)
MER 1.34 %
Assets ($mil) -
Rank (1Yr) 235/357
Std Dev (3Yr) 10.26 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The fundamental investment objective of the Steadyhand Founders Fund is to achieve long-term capital growth and income through exposure to a diversified portfolio of primarily Canadian and foreign common stocks, fixed income securities and money market securities.
Fund Manager

Steadyhand Investment Management Ltd.

Portfolio Manager

Thomas A. Bradley, Steadyhand Investment Management Ltd.

Sub-Advisor
Data not available
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of April 30, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -2.19 1.34 9.97 2.04 4.37 1.78 3.95 4.43
Benchmark -1.57 3.31 11.56 4.12 9.21 3.11 4.84 6.83
Quartile Ranking 3 3 2 3 3 3 2 2

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 8.64 -9.94 9.21 8.49 11.65 -4.85 7.93 6.73 3.94 7.06
Benchmark 11.69 -11.62 6.48 11.12 12.26 2.68 8.66 2.39 17.05 12.44
Quartile Ranking 2 3 3 1 3 4 1 2 2 4

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