Inception Return
(2/17/2012)
|
7.65 %
|
|
YTD Return
|
-0.63 %
|
|
NAVPS
(4/20/2018)
|
$13.34
|
|
Change
|
$0.01 / 0.11 %
|
|
|
Growth of $10,000
(As of March 31, 2018)
|
|
MER
|
1.34 %
|
|
Assets ($mil)
|
-
|
|
Rank (1Yr)
|
22/180
|
|
Std Dev (3Yr)
|
5.02 %
|
|
Volatility Ranking (3Yr)
|
3/10
|
|
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.
|
Management Co.
Steadyhand Investment Management Ltd.
Managers
Thomas A. Bradley
|
Allocations
Data not available
Top 10 Holdings
Performance Data
(As of March 31, 2018)
|
|
Return (%)
|
Annualized Return (%)
|
|
Return
|
1
Mth
|
3
Mth
|
6
Mth
|
YTD
|
1
Yr
|
3
Yr
|
5
Yr
|
10
Yr
|
|
Fund
|
-0.04
|
-0.63
|
2.60
|
-0.63
|
4.76
|
4.07
|
7.31
|
-
|
|
Benchmark
|
0.02
|
2.93
|
7.11
|
2.93
|
7.85
|
6.79
|
11.23
|
7.29
|
|
Quartile Ranking
|
2
|
1
|
1
|
1
|
1
|
1
|
1
|
-
|
|
Calendar Return (%)
|
2017
|
2016
|
2015
|
2014
|
2013
|
2012
|
2011
|
2010
|
2009
|
2008
|
|
Fund
|
7.93
|
6.73
|
3.94
|
7.06
|
15.75
|
-
|
-
|
-
|
-
|
-
|
|
Benchmark
|
8.66
|
2.39
|
17.05
|
12.44
|
18.86
|
8.49
|
0.80
|
4.85
|
4.96
|
-5.06
|
|
Quartile Ranking
|
1
|
2
|
1
|
2
|
1
|
-
|
-
|
-
|
-
|
-
|