(As of 10/31/2022)

1832 Equity Income Strategy

(Canadian Focused Equity)
Inception Return
(11/13/2009)
10.42 %
YTD Return -4.10 %
NAVPS
(11/30/2022)
$22.49
Change $0.19 / 0.85 %
Growth of $10,000 (As of October 31, 2022)
MER -
Assets ($mil) -
Rank (1Yr) 5/15
Std Dev (3Yr) 13.56 %
Volatility Ranking (3Yr) 6/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The Fund seeks to achieve income and long-term capital growth by investing primarily in a diversified portfolio of income-oriented equity securities.
Fund Manager

1832 Asset Management L.P.

Portfolio Manager

1832 Asset Management L.P.

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

Performance Data (As of October 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 5.10 -3.45 -4.68 -4.10 -1.77 7.82 7.27 9.55
Benchmark 5.50 -1.11 -4.76 -9.94 -8.08 7.20 6.15 8.36
Quartile Ranking 3 3 4 2 2 3 1 3

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 24.14 2.13 22.63 -6.61 12.66 18.57 2.16 12.36 16.49 10.02
Benchmark 21.76 7.58 21.45 -7.14 10.80 14.44 -0.77 10.96 18.57 8.52
Quartile Ranking 3 3 1 3 2 2 3 2 4 4

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.
© 2022 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us.