(As of 5/31/2025)

1832 Core Equity Strategy

(Canadian Focused Equity)
Inception Return
(3/23/2009)
11.58 %
YTD Return 0.17 %
NAVPS
(6/27/2025)
$40.76
Change $0.24 / 0.59 %
Growth of $10,000 (As of May 31, 2025)
MER -
Assets ($mil) -
Rank (1Yr) 74/84
Std Dev (3Yr) 14.58 %
Volatility Ranking (3Yr) 6/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
Fund Manager

1832 Asset Management L.P.

Portfolio Manager

1832 Asset Management L.P.

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

Performance Data (As of May 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.50 -3.06 -1.08 0.17 9.84 9.91 11.20 10.67
Benchmark 5.40 1.55 2.30 4.52 18.04 12.15 13.63 8.75
Quartile Ranking 4 4 4 4 4 3 4 1

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 19.92 13.58 -19.20 32.81 22.73 25.37 1.27 18.35 -2.47 16.17
Benchmark 22.75 13.60 -8.87 21.76 7.58 21.45 -7.14 10.80 14.44 -0.77
Quartile Ranking 2 2 4 1 1 1 1 1 4 1

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