(As of 5/31/2022)

Steadyhand Equity Fund Series A

(Canadian Focused Equity)
FundGrade A+® Rating recipient
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2019
2018
2017
2016



Inception Return
(2/28/2007)
6.98 %
YTD Return -10.61 %
NAVPS
(6/30/2022)
$21.59
Change ($0.09) / -0.42 %
Growth of $10,000 (As of May 31, 2022)
MER 1.42 %
Assets ($mil) -
Rank (1Yr) 338/639
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 May 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -2.13 -4.26 -8.12 -10.61 1.87 8.61 6.87 10.95
Benchmark -0.42 -3.22 -3.00 -5.83 3.36 10.46 8.06 9.73
Quartile Ranking 4 3 3 3 3 3 3 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

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