(As of 2/29/2020)

iA Canadian Opportunities Fid SRP7575MyEd+

(Canadian Small/Mid Cap Equity)






FundGrade A+® Rating recipient
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Inception Return
(7/2/2013)
7.81 %
YTD Return -1.38 %
NAVPS
(4/2/2020)
$55.70
Change $0.71 / 1.29 %
Growth of $10,000 (As of February 29, 2020)
MER 2.85 %
Assets ($mil) $46.94
Rank (1Yr) 10/165
Std Dev (3Yr) 6.30 %
Volatility Ranking (3Yr) 4/10
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 that pursues long-term capital appreciation by investing in the stocks of smaller and mid-size Canadian companies that are poised for growth over a market cycle. A variable portion of the Fund may be allocated to international assets to take advantage of geographic diversification without affecting the foreign content limit for RRSPs.
Management Co.
Industrial Alliance Insurance & Financial Services
Managers
Hugo Lavallee
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of February 29, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -2.58 -1.16 3.42 -1.38 10.18 6.43 5.46 -   
Benchmark -9.01 -6.51 -8.27 -11.04 -7.89 -5.63 -1.80 0.53
Quartile Ranking 1 1 1 1 1 1 1 -

Calendar Return (%) 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund 21.09 -1.49 2.32 24.05 -9.35 8.88 -      -      -      -     
Benchmark 16.08 -20.29 4.01 31.95 -16.25 -2.75 4.32 -0.46 -16.16 35.23
Quartile Ranking 1 1 2 1 4 1 - - - -

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