(As of 4/30/2023)

Beneva Universal Life C Worldwide International Eq

(International Equity)
FundGrade A+® Rating recipient
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2021





Inception Return
(12/5/2018)
9.73 %
YTD Return 13.95 %
NAVPS
(5/26/2023)
$15.11
Change $0.19 / 1.29 %
Growth of $10,000 (As of April 30, 2023)
MER -
Assets ($mil) -
Rank (1Yr) 7/355
Std Dev (3Yr) 12.05 %
Volatility Ranking (3Yr) 8/10
RRSP Eligibility No
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
N/A
Fund Manager
Data not available
Portfolio Manager
Data not available
Sub-Advisor
Data not available
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of April 30, 2023)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.08 7.57 25.82 13.95 20.34 10.91 -    -   
Benchmark 2.76 4.12 22.56 11.04 12.81 9.99 4.13 7.95
Quartile Ranking 2 1 1 1 1 1 - -

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -11.39 6.14 20.23 18.08 -      -      -      -      -      -     
Benchmark -10.67 8.97 8.01 16.27 -6.81 18.37 -1.70 19.41 4.12 32.41
Quartile Ranking 2 3 1 2 - - - - - -

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