(As of 3/31/2018)

Steadyhand Founders Fund Series A

(Tactical Balanced)






FundGrade A+® Rating recipient
For more information about
FundGrade click here
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
Data not available

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 - - - - -

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