(As of 10/31/2022)

Steadyhand Equity Fund Series A

(Canadian Focused Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2019
2018
2017
2016



Inception Return
(2/28/2007)
6.67 %
YTD Return -12.07 %
NAVPS
(11/25/2022)
$23.15
Change $0.06 / 0.24 %
Growth of $10,000 (As of October 31, 2022)
MER -
Assets ($mil) -
Rank (1Yr) 385/632
Std Dev (3Yr) 12.38 %
Volatility Ranking (3Yr) 6/10
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 October 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.58 -3.64 -3.73 -12.07 -9.73 7.08 6.00 9.74
Benchmark 5.50 -1.11 -4.76 -9.94 -8.08 7.20 6.15 8.36
Quartile Ranking 4 4 3 3 3 3 2 2

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 -7.14 10.80 14.44 -0.77 10.96 18.57 8.52
Quartile Ranking 4 1 4 1 2 4 1 1 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.