(As of 9/30/2024)

Chou Europe Fund Series A

(European Equity)
FundGrade A+® Rating recipient
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2013





Inception Return
(9/19/2003)
3.55 %
YTD Return -5.36 %
NAVPS
(10/11/2024)
$10.58
Change ($0.03) / -0.29 %
Growth of $10,000 (As of September 30, 2024)
MER 1.90 %
Assets ($mil) $2.95
Rank (1Yr) 102/103
Std Dev (3Yr) 28.39 %
Volatility Ranking (3Yr) 10/10
RRSP Eligibility Yes
Load Back Fee Only
Max Front End 2.00 %
Max Back End -
Sales Status Open
 
Objective
The Fund's objective is to provide long-term growth of capital by investing primarily in the securities markets of Europe considered by the Manager to be undervalued. Investments may be made in securities markets outside of Europe. Investments may include common and preferred shares, convertible debentures, warrants, government and corporate bonds and short-term indebtedness.
Fund Manager

Chou Associates Management Inc.

Portfolio Manager

Francis Chou, Chou Associates Management Inc.

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

Performance Data (As of September 30, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.67 -6.99 -14.71 -5.36 9.40 9.29 13.25 1.36
Benchmark 0.64 5.48 7.01 14.82 25.50 8.24 9.21 7.76
Quartile Ranking 3 4 4 4 4 1 1 4

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 39.57 8.00 -4.46 27.24 -3.05 -9.91 3.59 -18.71 1.87 0.94
Benchmark 17.51 -10.82 15.26 3.59 19.54 -7.68 18.15 -3.54 17.20 3.06
Quartile Ranking 1 1 4 1 4 3 4 4 4 2

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