(As of 12/31/2021)

Steadyhand Equity Fund Series A

(Canadian Focused Equity)



2019
2018
2017
2016
FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(2/28/2007)
7.99 %
YTD Return 17.49 %
NAVPS
(1/17/2022)
$23.86
Change $0.06 / 0.25 %
Growth of $10,000 (As of December 31, 2021)
MER 1.42 %
Assets ($mil) -
Rank (1Yr) 597/629
Std Dev (3Yr) 11.62 %
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The fundamental investment objective of the Steadyhand Equity Fund is to achieve long-term capital growth. The fund invests primarily in common shares of Canadian and foreign companies.
Fund Manager

Steadyhand Investment Funds Inc.

Portfolio Manager

Ted Ecclestone, CGOV Asset Management

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

Performance Data (As of December 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.79 7.60 11.26 17.49 17.49 16.27 10.92 12.47
Benchmark 3.01 6.29 6.65 21.76 21.76 16.74 10.36 10.25
Quartile Ranking 4 2 1 4 4 3 2 1

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 17.49 14.40 16.92 -3.89 11.15 10.48 8.30 13.18 23.29 15.55
Benchmark 21.76 7.58 21.45 -7.15 10.80 14.44 -0.77 10.97 18.57 8.52
Quartile Ranking 4 1 4 1 2 4 1 2 3 1

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use.
BofA Merill Lynch Indices used with permission.
© 2022 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us.