(As of 5/31/2025)

1832 Equity Income Strategy

(Canadian Focused Equity)
Inception Return
(11/13/2009)
10.21 %
YTD Return 3.52 %
NAVPS
(6/27/2025)
$24.78
Change $0.04 / 0.18 %
Growth of $10,000 (As of May 31, 2025)
MER -
Assets ($mil) -
Rank (1Yr) 60/84
Std Dev (3Yr) 13.56 %
Volatility Ranking (3Yr) 7/10
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
-
 
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 5.09 1.51 0.60 3.52 13.54 5.97 11.46 8.75
Benchmark 5.40 1.55 2.30 4.52 18.04 12.15 13.63 8.75
Quartile Ranking 3 4 3 4 3 4 4 3

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 14.88 6.93 -5.35 24.14 2.13 22.63 -6.61 12.66 18.57 2.16
Benchmark 22.75 13.60 -8.87 21.76 7.58 21.45 -7.14 10.80 14.44 -0.77
Quartile Ranking 4 4 3 3 3 2 2 1 2 1

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