(As of 3/31/2024)

Beneva Universal Life C Worldwide International Eq

(International Equity)
FundGrade A+® Rating recipient
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2022
2021




Inception Return
(12/5/2018)
9.20 %
YTD Return 5.19 %
NAVPS
(4/18/2024)
$15.57
Change ($0.02) / -0.13 %
Growth of $10,000 (As of March 31, 2024)
MER -
Assets ($mil) -
Rank (1Yr) 277/352
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 March 31, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.76 5.19 17.43 5.19 9.38 5.00 8.23 -   
Benchmark 3.12 7.59 16.68 7.59 15.23 5.89 7.22 6.93
Quartile Ranking 4 4 1 4 4 2 1 -

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 14.95 -11.39 6.14 20.23 18.08 -      -      -      -      -     
Benchmark 15.74 -10.67 8.97 8.01 16.27 -6.81 18.37 -1.70 19.41 4.12
Quartile Ranking 1 2 3 1 2 - - - - -

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