(As of 8/31/2021)

iA Canadian Equity Small Cap Hyb QV SRPOther

(Canadian Equity Balanced)



2013


FundGrade A+® Rating recipient
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Inception Return
(1/4/2011)
6.73 %
YTD Return 14.37 %
NAVPS
(9/15/2021)
$20.24
Change $0.11 / 0.52 %
Growth of $10,000 (As of August 31, 2021)
MER 3.27 %
Assets ($mil) $0.10
Rank (1Yr) 51/606
Std Dev (3Yr) 16.51 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status Open
 
Objective
This Fund aims to achieve capital growth and interest income by investing in a combination of equity and bond funds.
Fund Manager

QV Investors Inc.

Portfolio Manager

Industrial Alliance Insurance & Financial Services

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

Performance Data (As of August 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.32 1.63 10.40 14.37 25.64 5.58 4.70 7.36
Benchmark 1.20 4.24 11.91 14.08 20.19 10.02 8.57 7.13
Quartile Ranking 4 4 3 1 1 4 4 1

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 3.00 12.17 -9.74 1.28 15.99 -5.35 5.61 25.68 14.92 -     
Benchmark 6.85 18.83 -6.34 7.50 15.95 -5.39 10.25 9.26 6.43 -4.14
Quartile Ranking 3 4 4 4 1 4 4 1 1 -

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