(As of 5/31/2022)

Steadyhand Founders Fund Series A

(Tactical Balanced)
FundGrade A+® Rating recipient
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2017





Inception Return
(2/17/2012)
5.85 %
YTD Return -9.74 %
NAVPS
(6/24/2022)
$13.02
Change $0.16 / 1.22 %
Growth of $10,000 (As of May 31, 2022)
MER 1.34 %
Assets ($mil) -
Rank (1Yr) 271/345
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 May 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.82 -4.83 -7.70 -9.74 -5.16 3.86 3.05 6.26
Benchmark -0.93 -7.31 -11.53 -12.28 -5.89 3.29 3.66 8.18
Quartile Ranking 4 3 4 3 4 3 3 2

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 9.21 8.49 11.65 -4.85 7.93 6.73 3.94 7.06 15.75 -     
Benchmark 6.48 11.12 12.26 2.68 8.66 2.39 17.05 12.44 18.86 8.49
Quartile Ranking 3 1 3 4 1 2 2 4 1 -

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