(As of 5/31/2022)

1832 Equity Income Strategy

(Canadian Focused Equity)
Inception Return
(11/13/2009)
11.25 %
YTD Return 1.14 %
NAVPS
(6/29/2022)
$21.56
Change ($0.01) / -0.03 %
Growth of $10,000 (As of May 31, 2022)
MER -
Assets ($mil) -
Rank (1Yr) 1/15
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 May 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.53 0.25 6.13 1.14 13.57 11.66 9.10 10.72
Benchmark -0.42 -3.22 -3.00 -5.83 3.36 10.46 8.06 9.73
Quartile Ranking 2 1 1 1 1 1 2 2

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

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