(As of 8/31/2021)

iA True North Fid SRP7575MyEd+

(Canadian Equity)






FundGrade A+® Rating recipient
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Inception Return
(7/2/2013)
8.99 %
YTD Return 18.96 %
NAVPS
(9/15/2021)
$72.41
Change $0.43 / 0.60 %
Growth of $10,000 (As of August 31, 2021)
MER 2.86 %
Assets ($mil) $56.04
Rank (1Yr) 117/484
Std Dev (3Yr) 13.37 %
Volatility Ranking (3Yr) 6/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status
 
Objective
Invests in units of an underlying fund to seek long-term capital growth by investing in equities of Canadian companies, across all market sectors and market capitalizations.
Fund Manager

Industrial Alliance Insurance & Financial Services

Portfolio Manager

Maxime Lemieux, Fidelity Investments Canada ULC

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

Performance Data (As of August 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.46 6.89 16.06 18.96 27.79 11.76 8.74 -   
Benchmark 1.63 4.99 15.50 20.16 28.24 11.58 10.40 8.10
Quartile Ranking 1 1 2 2 1 1 1 -

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 9.53 16.53 -5.59 4.28 9.39 -2.40 12.99 -      -      -     
Benchmark 5.60 22.88 -8.89 9.10 21.08 -8.32 10.55 12.99 7.19 -8.71
Quartile Ranking 1 3 1 3 4 1 1 - - -

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