(As of 4/30/2024)

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)
6.78 %
YTD Return 5.52 %
NAVPS
(5/24/2024)
$24.94
Change $0.12 / 0.46 %
Growth of $10,000 (As of April 30, 2024)
MER 1.42 %
Assets ($mil) -
Rank (1Yr) 573/609
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 Management Ltd.

Portfolio Manager

Steadyhand Investment Management Ltd.

Sub-Advisor

Fiera Capital Corporation

 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of April 30, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -2.14 2.79 12.38 5.52 4.12 4.18 6.85 7.41
Benchmark -1.88 4.85 17.19 5.71 11.43 7.04 8.52 7.73
Quartile Ranking 2 3 4 2 4 4 4 3

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 5.86 -11.77 17.49 14.40 16.92 -3.89 11.15 10.48 8.30 13.18
Benchmark 13.60 -8.87 21.76 7.58 21.45 -7.14 10.80 14.44 -0.77 10.96
Quartile Ranking 4 3 4 1 4 1 2 4 1 2

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.
© 2024 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us.