(As of 3/31/2021)

Steadyhand Founders Fund Series A

(Tactical Balanced)



2017


FundGrade A+® Rating recipient
For more information about
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Inception Return
(2/17/2012)
7.01 %
YTD Return 1.85 %
NAVPS
(4/16/2021)
$14.75
Change $0.01 / 0.07 %
Growth of $10,000 (As of March 31, 2021)
MER 1.34 %
Assets ($mil) -
Rank (1Yr) 64/392
Std Dev (3Yr) 10.32 %
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.
Management Co.
Steadyhand Investment Management Ltd.
Managers
  • Thomas A. Bradley, Steadyhand Investment Management Ltd.
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of March 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.12 1.85 10.04 1.85 26.89 5.71 6.33 -   
Benchmark -0.21 -0.80 3.75 -0.80 15.34 7.27 8.01 9.17
Quartile Ranking 2 2 1 2 1 3 2 -

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 8.49 11.65 -4.85 7.93 6.73 3.94 7.06 15.75 -      -     
Benchmark 11.12 12.26 2.68 8.66 2.39 17.05 12.44 18.86 8.49 0.80
Quartile Ranking 2 3 4 1 2 2 4 1 - -

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