(As of 3/31/2017)

United Canadian Equity Alpha Corporate Class E

(Canadian Equity)



2013


FundGrade A+ Rating recipient
For more information about
FundGrade click here
Inception Return
(8/31/2008)
7.84 %
YTD Return 1.49 %
NAVPS
(4/25/2017)
$16.15
Change $0.09 / 0.56 %
Growth of $10,000 (As of March 31, 2017)
MER 2.34 %
Assets ($mil) $232.37
Rank (1Yr) 272/365
Std Dev (3Yr) 6.74 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 5.50 %
Open to Invest Open
 
Objective
The primary investment objective of the Canadian Equity Alpha Corporate Class is to provide capital growth through investments primarily in equity and equity related securities of Canadian companies that the portfolio advisor believes represent good value and have the potential for positive total return. Equity-related securities include convertible preferred shares, convertible debt obligations and warrants.
Management Co.
QV Investors Inc.
Managers
Leigh Pullen, Joe Jugovic,
 
Asset Allocation
(As of March 31, 2017)
Sector Allocation
(As of March 31, 2017)
Geographic Allocation
(As of March 31, 2017)
Top 10 Holdings
NameAssetSectorGeographicPercent
Canada Government 0.00 % 04-May-2017Cash and EquivalentsCash and Cash EquivalentCanada7.18%
Canada Government 0.00 % 20-Apr-2017Cash and EquivalentsCash and Cash EquivalentCanada5.65%
ATCO Ltd Cl ICanadian EquityUtilitiesCanada5.33%
Altagas LtdCanadian EquityEnergyCanada5.26%
Loblaw Cos LtdCanadian EquityConsumer ServicesCanada5.18%
Wal-Mart Stores IncUS EquityConsumer ServicesUnited States4.20%
E-L Financial Corp LtdCanadian EquityFinancial ServicesCanada3.96%
Suncor Energy IncCanadian EquityEnergyCanada3.94%
Fortis IncCanadian EquityUtilitiesCanada3.66%
Canadian Utilities Ltd Cl ACanadian EquityUtilitiesCanada3.62%

Performance Data (As of March 31, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.80 1.49 6.89 1.49 11.53 3.15 9.12 -   
Benchmark 1.34 2.41 7.06 2.41 18.62 5.82 7.84 4.70
Quartile Ranking 1 2 1 2 3 4 1 -

Calendar Return (%) 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Fund 15.84 -6.83 5.56 27.24 13.19 -3.60 13.38 26.00 -      -     
Benchmark 21.08 -8.32 10.55 12.99 7.19 -8.71 17.61 35.06 -33.00 9.83
Quartile Ranking 2 3 4 1 1 1 3 4 - -

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