(As of 6/30/2025)

Steadyhand Founders Fund Series A

(Tactical Balanced)
FundGrade A+® Rating recipient
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2017





Inception Return
(2/17/2012)
6.22 %
YTD Return 4.49 %
NAVPS
(7/11/2025)
$16.01
Change ($0.06) / -0.36 %
Growth of $10,000 (As of June 30, 2025)
MER 1.34 %
Assets ($mil) -
Rank (1Yr) 162/318
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

Purpose Investments Inc.

Portfolio Manager

Purpose Investments Inc.

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

Performance Data (As of June 30, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.00 3.08 4.49 4.49 10.24 9.39 6.73 4.97
Benchmark 2.53 2.76 3.35 3.35 12.62 12.58 6.67 7.01
Quartile Ranking 4 2 2 2 3 2 2 3

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 10.16 8.64 -9.94 9.21 8.49 11.65 -4.85 7.93 6.73 3.94
Benchmark 17.48 11.69 -11.62 6.48 11.12 12.26 2.68 8.66 2.39 17.05
Quartile Ranking 3 2 3 3 1 3 4 1 2 2

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